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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 15 · EIN 22-1478099 | Recordkeeping | $16,250 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,335 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 49 86 DENISON AVE · MYSTIC, CT 06355 | Other Services | $0 |
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 | $41,253 | $65,118-36.6% | $76,766-46.3% | $55,725-26.0% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.0%-6.9pp | 70.9%-0.8pp |
| Annual return | -5.52% | -1.27%-4.3pp | 2.43%-7.9pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,932 | $1,941-0.5% | $2,485-22.3% | $2,078-7.1% |
| Participant deferral / active EE | $4,258 | $3,688+15.5% | $3,851+10.6% | $3,356+26.9% |
| Admin fee / account holder | $51 | $116-55.9% | $6,675-99.2% | $115-55.6% |