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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRIAS ADVISORS, INC. Service code 15 · EIN 65-0173164 | Recordkeeping | $11,158 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,435 |
ADP BROKER-DEALER1 year 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 | $182,631 | $101,752+79.5% | $164,928+10.7% | $80,911+125.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.48% | 16.73%+2.7pp | 70.08%-50.6pp | 35.63%-16.2pp |
| Employer contribution / active EE | $15,283 | $2,953+417.5% | $4,343+251.9% | $2,756+454.6% |
| Participant deferral / active EE | $13,169 | $4,477+194.2% | $6,034+118.3% | $4,297+206.4% |
| Admin fee / account holder | $158 | $8,218-98.1% | $12,684-98.8% | $6,935-97.7% |