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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 | $58,311-12.5% | $81,882-37.7% | $80,959-37.0% |
| Participation rate | 74.6% | 63.5%+11.1pp | 72.4%+2.2pp | 67.7%+7.0pp |
| Annual return | 14.51% | 41.85%-27.3pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,086 | $3,287+237.3% | $4,323+156.4% | $4,300+157.8% |
| Admin fee / account holder | $219 | $4,752-95.4% | $7,360-97.0% | $6,925-96.8% |