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| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT2 years Filed as: ARISTA WEALTH MANAGEMENT, LLC Service code 15 · EIN 20-5148461 | Recordkeeping | $22,908 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,225 |
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 | $45,670 | $45,109+1.2% | $85,240-46.4% | $77,762-41.3% |
| Participation rate | 43.2% | 48.7%-5.5pp | 67.5%-24.3pp | 70.6%-27.4pp |
| Annual return | 12.92% | 79.55%-66.6pp | 66.75%-53.8pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,356 | $1,602-15.3% | $2,735-50.4% | $2,728-50.3% |
| Participant deferral / active EE | $2,281 | $2,814-18.9% | $4,527-49.6% | $4,651-51.0% |
| Admin fee / account holder | $257 | $915-72.0% | $6,165-95.8% | $433-40.7% |