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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-2226550 | Recordkeeping | $10,500 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,118 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $8,400 |
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 | $43,462 | $61,660-29.5% | $80,022-45.7% | $64,173-32.3% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.8%+23.1pp | 69.6%+29.4pp |
| Annual return | -4.83% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,093 | $1,810-39.6% | $2,468-55.7% | $2,381-54.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $234 | $5,417-95.7% | $6,521-96.4% | $4,887-95.2% |