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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 | $55,472+131.8% | $155,567-17.4% | $74,546+72.5% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 15.75% | 268.72%-253.0pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $5,828 | $2,269+156.9% | $4,674+24.7% | $2,624+122.1% |
| Participant deferral / active EE | $6,604 | $2,838+132.7% | $5,628+17.3% | $4,347+51.9% |
| Admin fee / account holder | $200 | $1,743-88.5% | $15,916-98.7% | $1,944-89.7% |