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| Provider | Service type | Compensation |
|---|---|---|
PIERCY, BOWLER, TAYLOR & KERN1+ years Filed as: PIERCY, BOWLER TAYLOR & KERN LTD Service code 15 6100 ELTON AVE · LAS VEGAS, NV 891070123 | Recordkeeping | $12,000 |
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON,/WELLS Service code 49 ONE NORTH JEFFERSON · ST LOUIS, MO 63103 | Other Services | $10,160 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,327 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,393 | $22,714-36.6% | $59,496-75.8% | $55,191-73.9% |
| Participation rate | 30.3% | 37.5%-7.2pp | 54.6%-24.3pp | 69.2%-38.9pp |
| Annual return | 0.63% | -44.01%+44.6pp | 182.05%-181.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $177 | $418-57.6% | $1,153-84.6% | $1,899-90.7% |
| Participant deferral / active EE | $620 | $843-26.5% | $1,829-66.1% | $3,046-79.7% |
| Admin fee / account holder | $49 | $83-41.5% | $2,232-97.8% | $91-46.3% |