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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC4 years Service code 15 · EIN 11-2812983 | Recordkeeping | $30,507 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,278 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,013 | $58,258-12.4% | $81,820-37.7% | $80,925-37.0% |
| Participation rate | 74.6% | 63.5%+11.2pp | 72.4%+2.2pp | 67.7%+7.0pp |
| Annual return | 14.51% | 41.76%-27.2pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,086 | $3,284+237.6% | $4,323+156.5% | $4,299+157.9% |
| Admin fee / account holder | $219 | $4,976-95.6% | $7,391-97.0% | $6,940-96.9% |