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| Provider | Service type | Compensation |
|---|---|---|
5C CAPITAL MANAGEMENT, LLC4 years Service code 15 · EIN 81-2584069 | Recordkeeping | $93,513 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,747 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,450 | $148,558-64.0% | $135,925-60.7% | $139,427-61.7% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 31.87% | 79.22%-47.4pp | 68.25%-36.4pp | 373.27%-341.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $243 | $12,401-98.0% | $10,764-97.7% | $11,404-97.9% |