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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 | $126,505-98.8% | $63,803-97.7% | $126,505-98.8% |
| Participation rate | 78.3% | 81.0%-2.7pp | 72.7%+5.6pp | 81.0%-2.7pp |
| Annual return | 15.94% | 14.86%+1.1pp | 543.72%-527.8pp | 14.86%+1.1pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,532-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $567 | $6,313-91.0% | $3,843-85.3% | $6,313-91.0% |
| Admin fee / account holder | $32 | $145-77.7% | $5,196-99.4% | $145-77.7% |