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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC2 years Service code 15 · EIN 11-2812983 | Recordkeeping | $21,365 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,740 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,643 | $51,226-46.0% | $82,744-66.6% | $66,938-58.7% |
| Participation rate | 74.0% | 67.9%+6.1pp | 72.6%+1.4pp | 69.8%+4.2pp |
| Annual return | -15.19% | -9.61%-5.6pp | 702.22%-717.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,547 | $2,612-2.5% | $3,008-15.3% | $2,545+0.1% |
| Participant deferral / active EE | $6,232 | $3,460+80.1% | $4,395+41.8% | $4,238+47.0% |
| Admin fee / account holder | $138 | $416-66.7% | $5,325-97.4% | $594-76.7% |