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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1813 PICKENS ST · COLUMBIA, SC 29201 | Other Services | $0 |
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 | $5,009 | $56,640-91.2% | $78,002-93.6% | $55,167-90.9% |
| Participation rate | 82.8% | 73.3%+9.5pp | 75.5%+7.3pp | 69.0%+13.8pp |
| Annual return | 13.93% | 2868.48%-2854.5pp | 425.99%-412.1pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,371 | $1,724-20.4% | $2,470-44.5% | $1,963-30.1% |
| Participant deferral / active EE | $1,937 | $2,778-30.3% | $3,497-44.6% | $3,054-36.6% |
| Admin fee / account holder | $7 | $467-98.5% | $5,481-99.9% | $504-98.6% |