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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
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 | $81,971 | $48,313+69.7% | $73,309+11.8% | $52,331+56.6% |
| Participation rate | 92.2% | 68.6%+23.7pp | 74.9%+17.3pp | 68.1%+24.1pp |
| Annual return | -1.02% | 3.85%-4.9pp | 5.67%-6.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $4,048 | $1,661+143.7% | $3,237+25.0% | $1,882+115.1% |
| Participant deferral / active EE | $8,000 | $4,189+91.0% | $4,991+60.3% | $3,022+164.7% |
| Admin fee / account holder | $9 | $404-97.7% | $5,635-99.8% | $592-98.4% |