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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,913 |
CK FINANCIAL LLC3 years Service code 15 · EIN 46-2725880 | Recordkeeping | $8,230 |
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 | $71,828 | $98,766-27.3% | $149,730-52.0% | $79,852-10.0% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.1pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.70%-259.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $3,618 | $3,217+12.5% | $4,645-22.1% | $2,471+46.4% |
| Participant deferral / active EE | $7,458 | $5,681+31.3% | $6,843+9.0% | $3,740+99.4% |
| Admin fee / account holder | $198 | $6,052-96.7% | $9,310-97.9% | $5,306-96.3% |