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| Provider | Service type | Compensation |
|---|---|---|
DEAM DISTRIBUTORS, INC.2 years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.2 years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
LPL FINANCIAL1 year Service code 49 661 WASHINGTON STREET · NORWOOD, MA 02062 | 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 | $87,267 | $83,681+4.3% | $82,312+6.0% | - |
| Participation rate | 88.9% | 75.1%+13.8pp | 76.9%+12.0pp | - |
| Annual return | 16.77% | 13.76%+3.0pp | 25.88%-9.1pp | - |
| Employer contribution / active EE | $1,873 | $1,471+27.4% | $2,428-22.9% | - |
| Participant deferral / active EE | $6,718 | $2,851+135.7% | $3,706+81.3% | - |
| Admin fee / account holder | $7 | $3,032-99.8% | $5,608-99.9% | - |