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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,763 |
CK FINANCIAL LLC2 years Service code 15 · EIN 46-2725880 | Recordkeeping | $7,858 |
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 | $59,500 | $89,652-33.6% | $141,191-57.9% | $65,185-8.7% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.5%-2.1pp | 70.2%+10.1pp |
| Annual return | 24.00% | 32.79%-8.8pp | 71.41%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,669 | $3,065-45.5% | $4,736-64.8% | $2,177-23.3% |
| Participant deferral / active EE | $7,389 | $5,691+29.8% | $6,710+10.1% | $3,514+110.3% |
| Admin fee / account holder | $179 | $569-68.5% | $10,264-98.3% | $847-78.9% |