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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY CORPORAT Service code 15 · EIN 77-0573994 | Recordkeeping | $17,909 |
ABD RETIREMENT SERVICES INC2+ years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $12,408 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,509 | $32,425-27.5% | $74,577-68.5% | $55,167-57.4% |
| Participation rate | 46.4% | 54.0%-7.6pp | 68.1%-21.8pp | 69.0%-22.6pp |
| Annual return | 5.86% | 10.63%-4.8pp | 20.47%-14.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,141 | $1,995+7.3% | $3,458-38.1% | $3,054-29.9% |
| Admin fee / account holder | $153 | $748-79.6% | $4,138-96.3% | $504-69.7% |