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 | $25,218 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,767 |
ADP BROKER-DEALER5+ 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 | $71,812 | $65,376+9.8% | $87,102-17.6% | $65,185+10.2% |
| Participation rate | 96.9% | 75.3%+21.5pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 21.57% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,004 | $1,822+10.0% | $2,521-20.5% | $2,177-7.9% |
| Participant deferral / active EE | $4,228 | $3,388+24.8% | $4,048+4.4% | $3,514+20.3% |
| Admin fee / account holder | $284 | $520-45.4% | $7,491-96.2% | $847-66.5% |