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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,033 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: SECURIAN, INC Service code 49 2801 VIA FORTUNA · AUSTIN, TX 78746 | Other Services | $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 | $49,552 | $46,072+7.6% | $69,779-29.0% | $55,167-10.2% |
| Participation rate | 93.9% | 67.5%+26.4pp | 71.8%+22.1pp | 69.0%+24.9pp |
| Annual return | 12.93% | 8.68%+4.3pp | 12.99%-0.1pp | 169.23%-156.3pp |
| Employer contribution / active EE | $5,625 | $1,500+275.0% | $2,338+140.6% | $1,963+186.6% |
| Participant deferral / active EE | $6,913 | $2,344+195.0% | $2,931+135.9% | $3,054+126.4% |
| Admin fee / account holder | $26 | $428-93.9% | $4,381-99.4% | $504-94.8% |