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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $12,925 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $102,664 | $70,667+45.3% | $123,105-16.6% | $52,331+96.2% |
| Participation rate | 95.7% | 83.7%+12.0pp | 86.8%+8.9pp | 68.1%+27.6pp |
| Annual return | 1.56% | 6.23%-4.7pp | 13.22%-11.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $7,300 | $2,946+147.8% | $5,151+41.7% | $1,882+287.9% |
| Participant deferral / active EE | $11,935 | $4,493+165.7% | $6,229+91.6% | $3,022+294.9% |
| Admin fee / account holder | $65 | $506-87.2% | $9,014-99.3% | $592-89.1% |