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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL,RAPPOLD & YURASITS LLP Service code 15 · EIN 23-1386942 | Recordkeeping | $13,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,019 | $54,757-96.3% | $90,304-97.8% | $72,975-97.2% |
| Participation rate | 86.4% | 65.2%+21.3pp | 73.3%+13.2pp | 69.5%+17.0pp |
| Annual return | 9.29% | 30.63%-21.3pp | 78.13%-68.8pp | 81.01%-71.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $462 | $2,887-84.0% | $3,885-88.1% | $3,608-87.2% |
| Admin fee / account holder | $290 | $3,973-92.7% | $5,354-94.6% | $5,124-94.3% |