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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,868 | $79,700-65.0% | $153,643-81.9% | $74,459-62.6% |
| Participation rate | 85.4% | 69.8%+15.6pp | 77.1%+8.4pp | 67.2%+18.2pp |
| Annual return | 13.62% | 15.07%-1.4pp | 15.71%-2.1pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,039-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,176 | $5,315+16.2% | $6,754-8.6% | $4,350+42.0% |
| Admin fee / account holder | $104 | $1,790-94.2% | $12,739-99.2% | $1,945-94.7% |