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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,667 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $37,499 | $73,102-48.7% | $123,553-69.6% | $56,289-33.4% |
| Participation rate | 84.6% | 74.3%+10.3pp | 82.3%+2.3pp | 69.9%+14.7pp |
| Annual return | -5.24% | 3.01%-8.2pp | 119.21%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,669 | $2,977-43.9% | $4,628-63.9% | $2,111-20.9% |
| Participant deferral / active EE | $4,939 | $5,423-8.9% | $6,426-23.1% | $3,350+47.4% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.6% |