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| Provider | Service type | Compensation |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, PC Service code 15 · EIN 13-4255527 | Recordkeeping | $21,935 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,916 |
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 | $27,868 | $79,779-65.1% | $153,741-81.9% | $74,478-62.6% |
| Participation rate | 85.4% | 69.9%+15.5pp | 77.1%+8.3pp | 67.2%+18.2pp |
| Annual return | 13.62% | 15.08%-1.5pp | 15.71%-2.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,176 | $5,329+15.9% | $6,757-8.6% | $4,350+42.0% |
| Admin fee / account holder | $104 | $1,761-94.1% | $12,749-99.2% | $1,946-94.7% |