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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4+ years Service code 15 · EIN 27-3463733 | Recordkeeping | $15,031 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,490 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | 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 | $16,640 | $75,962-78.1% | $154,111-89.2% | $64,173-74.1% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -7.41% | 30.32%-37.7pp | 735.18%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $467 | $3,350-86.1% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $3,501 | $3,175+10.3% | $5,081-31.1% | $3,470+0.9% |
| Admin fee / account holder | $97 | $5,589-98.3% | $13,411-99.3% | $4,887-98.0% |