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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP4+ years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $20,429 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,150 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $137,176 | $79,523+72.5% | $140,019-2.0% | $56,287+143.7% |
| Participation rate | 94.5% | 85.7%+8.8pp | 87.5%+7.0pp | 69.9%+24.6pp |
| Annual return | -4.64% | 2.39%-7.0pp | 651.15%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $14,841 | $5,129+189.4% | $6,927+114.3% | $3,350+343.0% |
| Admin fee / account holder | $104 | $614-83.1% | $10,705-99.0% | $521-80.0% |