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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $55,441 |
LBB & ASSOCIATES, LLP1+ years Service code 15 · EIN 20-1359280 | Recordkeeping | $9,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,250 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $179 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,153 | $48,313+34.9% | $73,309-11.1% | $52,331+24.5% |
| Participation rate | 63.2% | 68.6%-5.3pp | 74.9%-11.7pp | 68.1%-4.9pp |
| Annual return | -0.77% | 3.85%-4.6pp | 5.67%-6.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,898 | $1,661+14.3% | $3,237-41.4% | $1,882+0.9% |
| Participant deferral / active EE | $4,196 | $4,189+0.2% | $4,991-15.9% | $3,022+38.8% |
| Admin fee / account holder | $83 | $404-79.4% | $5,635-98.5% | $592-85.9% |