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| Provider | Service type | Compensation |
|---|---|---|
HOWARD LLP1 year Service code 15 · EIN 20-2257536 | Recordkeeping | $6,700 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,805 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES Service code 49 5847 SAN FELIPE ROAD SUITE 1400 · HOUSTON, TX 77057 | 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 | $92,259 | $66,302+39.1% | $110,243-16.3% | $56,289+63.9% |
| Participation rate | 90.7% | 74.9%+15.8pp | 79.8%+10.9pp | 69.9%+20.9pp |
| Annual return | -5.52% | -1.18%-4.3pp | 314.76%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,872 | $2,047+40.3% | $3,827-24.9% | $2,111+36.1% |
| Participant deferral / active EE | $2,964 | $3,381-12.4% | $4,672-36.6% | $3,350-11.5% |
| Admin fee / account holder | $83 | $698-88.1% | $8,548-99.0% | $521-84.0% |