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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 | $101,798+79.4% | $165,071+10.6% | $80,935+125.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 19.48% | 16.73%+2.8pp | 70.17%-50.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $15,283 | $2,954+417.3% | $4,347+251.5% | $2,757+454.4% |
| Participant deferral / active EE | $13,169 | $4,476+194.2% | $6,035+118.2% | $4,299+206.3% |
| Admin fee / account holder | $158 | $8,221-98.1% | $12,695-98.8% | $6,924-97.7% |