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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,117 |
Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $12,126 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,904 | $73,988-33.9% | $96,538-49.3% | $75,177-34.9% |
| Participation rate | 87.9% | 66.4%+21.4pp | 74.3%+13.5pp | 67.2%+20.7pp |
| Annual return | 18.70% | 26.73%-8.0pp | 35.74%-17.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,236 | $2,930-23.7% | $3,740-40.2% | $2,671-16.3% |
| Participant deferral / active EE | $5,321 | $3,660+45.4% | $4,880+9.0% | $4,126+29.0% |
| Admin fee / account holder | $281 | $5,220-94.6% | $6,737-95.8% | $5,651-95.0% |