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 | $29,755 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,251 |
ADP BROKER-DEALER6+ 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 | $90,325 | $73,638+22.7% | $95,960-5.9% | $73,493+22.9% |
| Participation rate | 96.2% | 76.2%+20.0pp | 77.1%+19.1pp | 70.7%+25.5pp |
| Annual return | 16.19% | 16.78%-0.6pp | 91.63%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,279 | $1,863+22.3% | $2,541-10.3% | $2,270+0.4% |
| Participant deferral / active EE | $5,022 | $3,617+38.8% | $4,167+20.5% | $3,740+34.3% |
| Admin fee / account holder | $281 | $482-41.6% | $6,797-95.9% | $513-45.1% |