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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,475 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $25,769 | $43,550-40.8% | $63,244-59.3% | $52,331-50.8% |
| Participation rate | 83.4% | 65.7%+17.7pp | 71.0%+12.4pp | 68.1%+15.3pp |
| Annual return | 0.98% | 2.03%-1.1pp | -70.31%+71.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $933 | $1,351-30.9% | $2,322-59.8% | $1,882-50.4% |
| Participant deferral / active EE | $2,600 | $2,254+15.4% | $2,953-11.9% | $3,022-14.0% |
| Admin fee / account holder | $19 | $387-95.0% | $5,893-99.7% | $592-96.8% |