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| Provider | Service type | Compensation |
|---|---|---|
EAGLEVIEW ADVISORS, INC.1 year Service code 15 · EIN 38-3802854 | Recordkeeping | $10,310 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,231 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,525 | $101,539-48.3% | $147,041-64.3% | $74,400-29.4% |
| Participation rate | 70.5% | 75.5%-5.1pp | 82.2%-11.7pp | 67.2%+3.2pp |
| Annual return | 16.67% | 8740.84%-8724.2pp | 419.21%-402.5pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $4,189 | $3,811+9.9% | $4,935-15.1% | $2,624+59.6% |
| Participant deferral / active EE | $7,588 | $7,304+3.9% | $8,071-6.0% | $4,348+74.5% |
| Admin fee / account holder | $229 | $1,749-86.9% | $13,006-98.2% | $1,944-88.2% |