| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,476 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,243 | $79,523+244.9% | $140,019+95.9% | $56,289+387.2% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.1pp |
| Annual return | -8.39% | 2.39%-10.8pp | 651.19%-659.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $17,864 | $3,350+433.2% | $5,605+218.7% | $2,111+746.2% |
| Participant deferral / active EE | $12,158 | $5,129+137.0% | $6,927+75.5% | $3,350+262.9% |
| Admin fee / account holder | $9 | $614-98.5% | $10,705-99.9% | $521-98.2% |