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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,905 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE HARBOR PENSION AND WEALTH Service code 49 1504 EUREKA ROAD · ROSEVILLE, CA 95661 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,937 | $62,549-12.2% | $85,705-35.9% | $85,851-36.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 15.41% | 23.77%-8.4pp | 21.49%-6.1pp | 318.63%-303.2pp |
| Employer contribution / active EE | $3,698 | $1,755+110.7% | $2,619+41.2% | $2,565+44.2% |
| Participant deferral / active EE | $4,290 | $2,802+53.1% | $3,924+9.3% | $3,952+8.5% |
| Admin fee / account holder | $14 | $4,644-99.7% | $6,877-99.8% | $6,261-99.8% |