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| Provider | Service type | Compensation |
|---|---|---|
ISN SOFTWARE CORPORATION1+ years Service code 15 · EIN 75-2903718 | Recordkeeping | $11,425 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,300 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,882 | $55,182-35.0% | $73,309-51.1% | $55,191-35.0% |
| Participation rate | 98.8% | 73.9%+24.8pp | 74.9%+23.9pp | 69.2%+29.6pp |
| Annual return | -1.30% | 8.55%-9.8pp | 5.67%-7.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $3,827 | $1,935+97.8% | $3,237+18.2% | $1,899+101.6% |
| Participant deferral / active EE | $6,320 | $4,641+36.2% | $4,991+26.6% | $3,046+107.4% |
| Admin fee / account holder | $27 | $68-60.4% | $5,635-99.5% | $91-70.1% |