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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $88,795 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,213 |
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 | $20,030 | $43,411-53.9% | $94,993-78.9% | $69,631-71.2% |
| Participation rate | 95.2% | 64.4%+30.8pp | 73.9%+21.3pp | 70.7%+24.5pp |
| Annual return | 23.35% | 22.54%+0.8pp | 27.14%-3.8pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $2,571 | $1,202+113.9% | $2,603-1.3% | $2,032+26.5% |
| Participant deferral / active EE | $2,567 | $2,384+7.7% | $3,317-22.6% | $3,224-20.4% |
| Admin fee / account holder | $42 | $87-52.3% | $4,960-99.2% | $110-62.3% |