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| Provider | Service type | Compensation |
|---|---|---|
BOSDON,/MORGAN2+ years Service code 49 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Other Services | $17,088 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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 | $81,179 | $60,349+34.5% | $74,184+9.4% | $62,881+29.1% |
| Participation rate | 91.1% | 72.7%+18.4pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | 6.90% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,161 | $1,680+28.6% | $2,370-8.8% | $2,281-5.3% |
| Participant deferral / active EE | $6,681 | $2,856+133.9% | $3,550+88.2% | $3,203+108.6% |
| Admin fee / account holder | $44 | $4,261-99.0% | $5,586-99.2% | $4,296-99.0% |