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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $17,697 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,387 | $75,923-23.1% | $102,434-43.0% | - |
| Participation rate | 93.9% | 71.4%+22.6pp | 76.5%+17.4pp | - |
| Annual return | 13.06% | 15.12%-2.1pp | 29.46%-16.4pp | - |
| Employer contribution / active EE | $4,389 | $2,206+99.0% | $3,023+45.2% | - |
| Participant deferral / active EE | $9,223 | $4,258+116.6% | $5,055+82.5% | - |
| Admin fee / account holder | $165 | $11,449-98.6% | $9,462-98.3% | - |