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| Provider | Service type | Compensation |
|---|---|---|
ENNIS, PELLUM & ASSOCIATES2 years Service code 15 · EIN 59-1843700 | Recordkeeping | $28,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,777 |
HPM PARTNERS1 year Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $6,862 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $129 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,612 | $47,977+43.0% | $154,114-55.5% | $56,287+21.9% |
| Participation rate | 94.3% | 66.2%+28.1pp | 83.0%+11.2pp | 69.9%+24.4pp |
| Annual return | -4.37% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,001 | $2,169-7.7% | $5,298-62.2% | $2,111-5.2% |
| Participant deferral / active EE | $5,786 | $2,392+141.9% | $5,081+13.9% | $3,350+72.7% |
| Admin fee / account holder | $179 | $438-59.3% | $13,411-98.7% | $521-65.7% |