Filed March 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN ENTERPRISE INVESTMENT SERV Service code 15 · EIN 41-1667086 | Recordkeeping | $37,595 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,428 |
ADP BROKER-DEALER10+ 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 | $77,340 | $79,181-2.3% | $102,423-24.5% | $74,429+3.9% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 13.88% | 54.97%-41.1pp | 29.42%-15.5pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,666 | $2,362+12.9% | $3,023-11.8% | $2,625+1.6% |
| Participant deferral / active EE | $5,703 | $4,416+29.1% | $5,054+12.8% | $4,348+31.2% |
| Admin fee / account holder | $278 | $2,002-86.1% | $9,455-97.1% | $1,944-85.7% |