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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 90-0436485 | Recordkeeping | $8,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,884 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
THE LEADERS GROUP INC1+ years Filed as: THE LEADERS GROUP Service code 49 26 W. DRY CREEK CIRL · LITTLETON, CO 80120 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,991 | $38,595-37.8% | $80,004-70.0% | $52,331-54.2% |
| Participation rate | 78.6% | 64.5%+14.1pp | 73.0%+5.6pp | 68.1%+10.5pp |
| Annual return | -2.80% | 2.04%-4.8pp | 7.63%-10.4pp | 4.54%-7.3pp |
| Employer contribution / active EE | $338 | $1,133-70.2% | $2,473-86.3% | $1,882-82.0% |
| Participant deferral / active EE | $2,086 | $2,318-10.0% | $3,204-34.9% | $3,022-31.0% |
| Admin fee / account holder | $135 | $304-55.6% | $5,033-97.3% | $592-77.2% |