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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,260 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,620 | $59,467-46.8% | $93,727-66.3% | $74,478-57.5% |
| Participation rate | 88.6% | 59.6%+29.0pp | 68.7%+19.9pp | 67.2%+21.3pp |
| Annual return | 11.60% | 82.14%-70.5pp | 133.83%-122.2pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $114 | $1,267-91.0% | $2,421-95.3% | $2,626-95.7% |
| Participant deferral / active EE | $3,336 | $3,052+9.3% | $4,417-24.5% | $4,350-23.3% |
| Admin fee / account holder | $143 | $3,028-95.3% | $8,292-98.3% | $1,946-92.7% |