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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $46,899 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,862 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $5,376 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $64,316 | $41,317+55.7% | $85,969-25.2% | $55,191+16.5% |
| Participation rate | 95.7% | 54.5%+41.2pp | 76.5%+19.1pp | 69.2%+26.5pp |
| Annual return | 6.00% | 3.93%+2.1pp | 9.32%-3.3pp | 10.78%-4.8pp |
| Employer contribution / active EE | $2,907 | $1,198+142.7% | $3,474-16.3% | $1,899+53.1% |
| Participant deferral / active EE | $4,338 | $1,914+126.6% | $3,829+13.3% | $3,046+42.4% |
| Admin fee / account holder | $150 | $97+54.9% | $6,053-97.5% | $91+65.5% |