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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP1+ years Service code 15 · EIN 36-3983748 | Recordkeeping | $20,676 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,772 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $56,426 | $54,320+3.9% | $67,652-16.6% | $52,331+7.8% |
| Participation rate | 80.3% | 73.6%+6.7pp | 75.7%+4.6pp | 68.1%+12.2pp |
| Annual return | 7.68% | 6.81%+0.9pp | 6625.40%-6617.7pp | 4.54%+3.1pp |
| Employer contribution / active EE | $4,333 | $1,544+180.7% | $2,266+91.3% | $1,882+130.3% |
| Participant deferral / active EE | $10,054 | $2,950+240.8% | $3,560+182.5% | $3,022+232.7% |
| Admin fee / account holder | $136 | $527-74.2% | $4,821-97.2% | $592-77.1% |