Filed March 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,295 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $12,287 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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 | $50,945 | $54,320-6.2% | $67,652-24.7% | $52,331-2.6% |
| Participation rate | 90.1% | 73.6%+16.5pp | 75.7%+14.5pp | 68.1%+22.0pp |
| Annual return | 0.79% | 6.81%-6.0pp | 6625.40%-6624.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,116 | $1,544-27.7% | $2,266-50.7% | $1,882-40.7% |
| Participant deferral / active EE | $3,004 | $2,950+1.8% | $3,560-15.6% | $3,022-0.6% |
| Admin fee / account holder | $148 | $527-71.8% | $4,821-96.9% | $592-74.9% |