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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP5+ years Service code 15 · EIN 36-3983748 | Recordkeeping | $67,164 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,775 |
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 | $114,049 | $65,376+74.5% | $87,102+30.9% | $65,185+75.0% |
| Participation rate | 82.8% | 75.3%+7.5pp | 76.9%+5.9pp | 70.2%+12.6pp |
| Annual return | 33.27% | 31.27%+2.0pp | 28.19%+5.1pp | 29.38%+3.9pp |
| Employer contribution / active EE | $4,872 | $1,822+167.3% | $2,521+93.2% | $2,177+123.8% |
| Participant deferral / active EE | $11,993 | $3,388+254.0% | $4,048+196.3% | $3,514+241.3% |
| Admin fee / account holder | $287 | $520-44.8% | $7,491-96.2% | $847-66.2% |