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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP8+ years Service code 15 · EIN 36-3983748 | Recordkeeping | $69,817 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,513 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,896 | $65,453+121.4% | $86,691+67.1% | $66,930+116.5% |
| Participation rate | 86.3% | 75.5%+10.8pp | 76.6%+9.7pp | 69.8%+16.5pp |
| Annual return | -17.59% | -10.89%-6.7pp | 35.94%-53.5pp | 1.57%-19.2pp |
| Employer contribution / active EE | $6,427 | $2,154+198.4% | $2,837+126.6% | $2,545+152.5% |
| Participant deferral / active EE | $14,802 | $4,102+260.9% | $4,656+217.9% | $4,238+249.3% |
| Admin fee / account holder | $292 | $642-54.5% | $7,492-96.1% | $593-50.8% |