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| Provider | Service type | Compensation |
|---|---|---|
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA, PLLC Service code 15 · EIN 75-2783674 | Recordkeeping | $20,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,565 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,080 | $101,591-1.5% | $147,096-32.0% | $74,429+34.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.2%-5.3pp | 67.2%+9.7pp |
| Annual return | 14.67% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,014 | $3,813-47.2% | $4,936-59.2% | $2,625-23.3% |
| Participant deferral / active EE | $5,706 | $7,302-21.9% | $8,071-29.3% | $4,348+31.2% |
| Admin fee / account holder | $114 | $1,750-93.5% | $13,005-99.1% | $1,944-94.2% |