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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,773 |
BERGIN ROBERTS & CO, LLC3 years Service code 15 · EIN 26-4567336 | Recordkeeping | $23,803 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $9,347 |
ADP BROKER-DEALER3 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 | $67,822 | $58,895+15.2% | $178,503-62.0% | $73,497-7.7% |
| Participation rate | 91.6% | 66.2%+25.4pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | 13.53% | 24.86%-11.3pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,522 | $2,236+57.5% | $5,011-29.7% | $2,270+55.2% |
| Participant deferral / active EE | $8,041 | $2,567+213.2% | $5,202+54.6% | $3,740+115.0% |
| Admin fee / account holder | $205 | $400-48.9% | $13,987-98.5% | $513-60.1% |