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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,117 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,757 | $37,463-47.3% | $77,096-74.4% | $66,938-70.5% |
| Participation rate | 97.0% | 52.9%+44.1pp | 67.9%+29.1pp | 69.8%+27.2pp |
| Annual return | -13.82% | -3.25%-10.6pp | 42.35%-56.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,379 | $1,535-10.1% | $2,814-51.0% | $2,545-45.8% |
| Participant deferral / active EE | $3,158 | $2,621+20.5% | $4,429-28.7% | $4,238-25.5% |
| Admin fee / account holder | $86 | $568-84.8% | $5,428-98.4% | $594-85.4% |