Filed July 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $19,725 |
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 | $41,648 | $41,256+0.9% | $86,593-51.9% | $77,958-46.6% |
| Participation rate | 96.1% | 63.0%+33.1pp | 73.5%+22.6pp | 71.6%+24.5pp |
| Annual return | 44.51% | 17.67%+26.8pp | 965.08%-920.6pp | 20.87%+23.6pp |
| Employer contribution / active EE | $1,963 | $1,613+21.7% | $2,840-30.9% | $2,310-15.1% |
| Participant deferral / active EE | $5,362 | $2,332+129.9% | $3,609+48.6% | $3,537+51.6% |
| Admin fee / account holder | $16 | $71-77.7% | $4,904-99.7% | $97-83.8% |