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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $96,614 |
DATAMAX, INC.1 year Service code 15 · EIN 45-2115409 | Recordkeeping | $7,000 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,503 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $84,866 | $86,341-1.7% | $125,195-32.2% | $65,186+30.2% |
| Participation rate | 98.6% | 75.3%+23.3pp | 79.8%+18.9pp | 70.2%+28.4pp |
| Annual return | 24.04% | 27.44%-3.4pp | 43.79%-19.7pp | 29.39%-5.3pp |
| Employer contribution / active EE | $2,258 | $2,040+10.7% | $3,866-41.6% | $2,177+3.7% |
| Participant deferral / active EE | $3,240 | $3,538-8.4% | $4,937-34.4% | $3,514-7.8% |
| Admin fee / account holder | $45 | $609-92.5% | $9,704-99.5% | $847-94.6% |