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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,568 |
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $31,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,832 | $66,501-40.1% | $81,482-51.1% | $77,692-48.7% |
| Participation rate | 94.8% | 68.7%+26.1pp | 69.5%+25.3pp | 70.6%+24.3pp |
| Annual return | 15.93% | 15.93%0pp | 24.79%-8.9pp | 31.25%-15.3pp |
| Employer contribution / active EE | $1,599 | $2,158-25.9% | $2,463-35.1% | $2,726-41.3% |
| Participant deferral / active EE | $4,353 | $3,678+18.4% | $3,885+12.0% | $4,648-6.3% |
| Admin fee / account holder | $195 | $583-66.6% | $5,761-96.6% | $431-54.7% |