Filed March 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $23,072 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $22,661 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $56,414 | $59,186-4.7% | $76,768-26.5% | $56,287+0.2% |
| Participation rate | 96.9% | 75.2%+21.7pp | 77.0%+19.9pp | 69.9%+27.0pp |
| Annual return | -4.78% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,306 | $1,759-25.7% | $2,485-47.4% | $2,111-38.1% |
| Participant deferral / active EE | $3,591 | $3,255+10.3% | $3,852-6.8% | $3,350+7.2% |
| Admin fee / account holder | $277 | $489-43.3% | $6,675-95.8% | $521-46.8% |