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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,251 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES SERVICE NETWORK INC Service code 49 1005 HAY STREET · FAYETTEVILLE, NC 28305 | Other Services | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,461 | $155,795-77.9% | $136,298-74.7% | $69,631-50.5% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 70.7%+17.8pp |
| Annual return | 18.41% | 232464.33%-232445.9pp | 5156.27%-5137.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,004 | $2,991-33.0% | $4,696-57.3% | $2,032-1.4% |
| Participant deferral / active EE | $7,085 | $5,394+31.4% | $6,247+13.4% | $3,224+119.8% |
| Admin fee / account holder | $20 | $128-84.3% | $9,244-99.8% | $110-81.7% |