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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,494 |
ENNIS, PELLUM & ASSOCIATES8 years Service code 15 · EIN 59-1843700 | Recordkeeping | $24,950 |
HPM PARTNERS7 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $8,606 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $101 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,572 | $55,437+131.9% | $155,534-17.3% | $74,459+72.7% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 15.75% | 269.58%-253.8pp | 64.92%-49.2pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $5,828 | $2,266+157.2% | $4,675+24.7% | $2,626+121.9% |
| Participant deferral / active EE | $6,604 | $2,837+132.8% | $5,630+17.3% | $4,350+51.8% |
| Admin fee / account holder | $200 | $1,742-88.5% | $15,900-98.7% | $1,945-89.7% |