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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MWA FINANCIAL SERVICES INC1+ years Filed as: MWA FINANCIAL SERVICES, INC Service code 49 11130 JOLLYVILLE ROAD · AUSTIN, TX 78759 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,283 | $43,550-0.6% | $63,517-31.9% | $52,331-17.3% |
| Participation rate | 94.2% | 65.7%+28.5pp | 71.0%+23.1pp | 68.1%+26.1pp |
| Annual return | -2.66% | 2.03%-4.7pp | -70.30%+67.6pp | 4.54%-7.2pp |
| Employer contribution / active EE | $4,757 | $1,351+252.1% | $2,322+104.9% | $1,882+152.8% |
| Participant deferral / active EE | $6,790 | $2,254+201.3% | $2,953+129.9% | $3,022+124.7% |
| Admin fee / account holder | $19 | $387-95.0% | $5,892-99.7% | $592-96.7% |