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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $46,409 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,583 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,276 | $90,064-17.5% | $100,415-26.0% | $77,762-4.5% |
| Participation rate | 98.0% | 81.3%+16.7pp | 81.5%+16.5pp | 70.6%+27.4pp |
| Annual return | 22.32% | 20.61%+1.7pp | 49.47%-27.2pp | 31.27%-8.9pp |
| Employer contribution / active EE | $3,368 | $3,043+10.7% | $3,943-14.6% | $2,728+23.4% |
| Participant deferral / active EE | $12,482 | $8,282+50.7% | $8,091+54.3% | $4,651+168.4% |
| Admin fee / account holder | $109 | $172-36.5% | $7,906-98.6% | $433-74.8% |