Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,476 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS Service code 15 · EIN 39-1453055 | Recordkeeping | $7,200 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,183 | $73,638+76.8% | $95,964+35.7% | $73,497+77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.35% | 16.78%-0.4pp | 91.64%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $3,963 | $1,863+112.7% | $2,541+55.9% | $2,270+74.6% |
| Participant deferral / active EE | $6,458 | $3,617+78.5% | $4,167+55.0% | $3,740+72.7% |
| Admin fee / account holder | $256 | $482-46.9% | $6,797-96.2% | $513-50.1% |