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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $40,051 |
GRANT THORNTON LLP1 year Service code 15 · EIN 36-6055558 | Recordkeeping | $14,075 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,062 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $58,324 | $58,093+0.4% | $80,022-27.1% | $56,287+3.6% |
| Participation rate | 87.9% | 73.6%+14.3pp | 75.8%+12.1pp | 69.9%+18.1pp |
| Annual return | -1.96% | 34.63%-36.6pp | 11.22%-13.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,349 | $1,933-30.2% | $2,468-45.4% | $2,111-36.1% |
| Participant deferral / active EE | $3,830 | $3,136+22.1% | $3,686+3.9% | $3,350+14.3% |
| Admin fee / account holder | $145 | $623-76.8% | $6,521-97.8% | $521-72.2% |