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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION4+ years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $34,125 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,932 |
ADP BROKER-DEALER4+ years 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 | $32,468 | $49,471-34.4% | $79,583-59.2% | $66,949-51.5% |
| Participation rate | 83.5% | 61.4%+22.2pp | 69.5%+14.0pp | 69.8%+13.7pp |
| Annual return | -15.87% | 84.30%-100.2pp | 0.16%-16.0pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,447 | $1,266+93.3% | $2,414+1.4% | $2,545-3.9% |
| Participant deferral / active EE | $5,687 | $3,160+80.0% | $3,986+42.7% | $4,239+34.2% |
| Admin fee / account holder | $168 | $595-71.7% | $6,835-97.5% | $594-71.7% |