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| Provider | Service type | Compensation |
|---|---|---|
BERGIN ROBERTS & CO, LLC1 year Service code 15 · EIN 26-4567336 | Recordkeeping | $21,552 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,120 |
ADP BROKER-DEALER1 year 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 | $53,961 | $47,977+12.5% | $154,108-65.0% | $56,289-4.1% |
| Participation rate | 91.6% | 66.2%+25.4pp | 83.0%+8.6pp | 69.9%+21.8pp |
| Annual return | -6.27% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,407 | $2,169+103.2% | $5,298-16.8% | $2,111+108.7% |
| Participant deferral / active EE | $9,724 | $2,392+306.5% | $5,081+91.4% | $3,350+190.3% |
| Admin fee / account holder | $208 | $438-52.5% | $13,411-98.4% | $521-60.0% |