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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,572 | $55,446+131.9% | $155,574-17.4% | $74,429+72.7% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 15.75% | 269.20%-253.4pp | 64.87%-49.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $5,828 | $2,266+157.2% | $4,676+24.6% | $2,625+122.0% |
| Participant deferral / active EE | $6,604 | $2,836+132.9% | $5,629+17.3% | $4,348+51.9% |
| Admin fee / account holder | $200 | $1,743-88.5% | $15,914-98.7% | $1,944-89.7% |