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| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT3 years Filed as: ARISTA WEALTH MANAGEMENT, LLC Service code 15 · EIN 20-5148461 | Recordkeeping | $25,689 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,607 | $38,967+53.0% | $86,233-30.9% | $79,634-25.1% |
| Participation rate | 42.8% | 34.1%+8.8pp | 69.0%-26.2pp | 62.5%-19.7pp |
| Annual return | 18.65% | 49.90%-31.3pp | 61.39%-42.7pp | 36.46%-17.8pp |
| Employer contribution / active EE | $1,404 | $868+61.7% | $2,504-43.9% | $2,529-44.5% |
| Participant deferral / active EE | $2,494 | $1,663+50.0% | $4,559-45.3% | $3,835-35.0% |
| Admin fee / account holder | $283 | $2,660-89.4% | $8,342-96.6% | $1,002-71.7% |