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| Provider | Service type | Compensation |
|---|---|---|
MORSE & CO., PLLC1 year Service code 15 · EIN 45-3705962 | Recordkeeping | $9,000 |
EDWARD JONES6+ years Service code 15 · EIN 43-0345811 | Recordkeeping | $6,698 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,907 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,557 | $43,133-77.8% | $89,391-89.3% | $73,488-87.0% |
| Participation rate | 88.9% | 55.0%+33.9pp | 68.0%+20.9pp | 70.7%+18.2pp |
| Annual return | 10.98% | 135.66%-124.7pp | 245.62%-234.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $920 | $1,438-36.0% | $2,586-64.4% | $2,270-59.5% |
| Participant deferral / active EE | $1,316 | $2,445-46.2% | $3,890-66.2% | $3,740-64.8% |
| Admin fee / account holder | $125 | $444-71.8% | $4,881-97.4% | $513-75.6% |