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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $210,857 |
Filed as: INTELLIGENCE DRIVEN ADVISERS, LLC Service code 15 · EIN 83-2499358 | Recordkeeping | $11,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,470 | $94,566-98.4% | $66,439-97.8% | $94,566-98.4% |
| Participation rate | 78.3% | 85.7%-7.4pp | 74.5%+3.8pp | 85.7%-7.4pp |
| Annual return | 15.94% | 12.00%+3.9pp | 757.66%-741.7pp | 12.00%+3.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $2,637-100.0% | $4,385-100.0% |
| Participant deferral / active EE | $567 | $4,140-86.3% | $3,876-85.4% | $4,140-86.3% |
| Admin fee / account holder | $32 | $202-83.9% | $6,173-99.5% | $202-83.9% |