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| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Service code 15 · EIN 71-1004774 | Recordkeeping | $25,847 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,320 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,613 | $106,230-38.2% | $147,080-55.4% | $77,736-15.6% |
| Participation rate | 91.7% | 78.4%+13.3pp | 82.2%+9.5pp | 70.6%+21.1pp |
| Annual return | 18.29% | 56.91%-38.6pp | 420.17%-401.9pp | 31.26%-13.0pp |
| Employer contribution / active EE | $5,132 | $4,072+26.0% | $4,933+4.0% | $2,728+88.2% |
| Participant deferral / active EE | $13,450 | $8,001+68.1% | $8,066+66.7% | $4,651+189.2% |
| Admin fee / account holder | $89 | $338-73.8% | $12,989-99.3% | $433-79.5% |