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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,495 |
ADP BROKER-DEALER4 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 | $60,377 | $49,138+22.9% | $84,023-28.1% | $65,186-7.4% |
| Participation rate | 89.1% | 60.7%+28.3pp | 69.0%+20.1pp | 70.2%+18.9pp |
| Annual return | 22.30% | 23.00%-0.7pp | 71.32%-49.0pp | 29.39%-7.1pp |
| Employer contribution / active EE | $1,694 | $914+85.3% | $1,984-14.6% | $2,177-22.2% |
| Participant deferral / active EE | $5,145 | $2,397+114.7% | $3,239+58.8% | $3,514+46.4% |
| Admin fee / account holder | $21 | $543-96.1% | $6,102-99.7% | $847-97.5% |