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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,838 | $68,681+84.7% | $86,615+46.4% | $85,847+47.7% |
| Participation rate | 48.7% | 66.4%-17.7pp | 71.6%-23.0pp | 69.3%-20.6pp |
| Annual return | 17.92% | 20.12%-2.2pp | 63.51%-45.6pp | 318.61%-300.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,955 | $2,919+35.5% | $3,699+6.9% | $3,952+0.1% |
| Admin fee / account holder | $8 | $5,974-99.9% | $5,830-99.9% | $6,261-99.9% |