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| Provider | Service type | Compensation |
|---|---|---|
SCF INVESTMENT ADVISORS, INC.4+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $44,361 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,538 |
ADP BROKER-DEALER4+ 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 | $41,260 | $58,093-29.0% | $80,022-48.4% | $56,289-26.7% |
| Participation rate | 84.6% | 73.6%+11.0pp | 75.8%+8.8pp | 69.9%+14.8pp |
| Annual return | -4.51% | 34.63%-39.1pp | 11.22%-15.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,223 | $1,933+66.8% | $2,468+30.6% | $2,111+52.7% |
| Participant deferral / active EE | $7,014 | $3,136+123.7% | $3,686+90.3% | $3,350+109.4% |
| Admin fee / account holder | $288 | $623-53.7% | $6,521-95.6% | $521-44.7% |