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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,651 |
SCF INVESTMENT ADVISORS, INC.1+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $12,659 |
SCF SECURITIES INC.1+ years Filed as: SCF SECURITIES INC Service code 15 · EIN 60-4707177 | Recordkeeping | $5,906 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $32,142 | $53,412-39.8% | $68,509-53.1% | $52,331-38.6% |
| Participation rate | 76.2% | 71.7%+4.5pp | 74.7%+1.5pp | 68.1%+8.1pp |
| Annual return | 4.98% | 3.42%+1.6pp | 8.27%-3.3pp | 4.54%+0.4pp |
| Employer contribution / active EE | $2,709 | $1,607+68.5% | $2,278+18.9% | $1,882+44.0% |
| Participant deferral / active EE | $4,856 | $2,688+80.7% | $3,382+43.6% | $3,022+60.7% |
| Admin fee / account holder | $185 | $461-59.8% | $5,275-96.5% | $592-68.7% |