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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,210 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,647 | $66,124-18.9% | $90,440-40.7% | $73,493-27.0% |
| Participation rate | 68.5% | 69.7%-1.2pp | 72.7%-4.2pp | 70.7%-2.2pp |
| Annual return | 14.76% | 17.65%-2.9pp | 1294.38%-1279.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $478 | $2,346-79.6% | $3,263-85.3% | $2,270-78.9% |
| Participant deferral / active EE | $3,481 | $3,039+14.6% | $3,964-12.2% | $3,740-6.9% |
| Admin fee / account holder | $236 | $396-40.4% | $5,615-95.8% | $513-54.0% |