Filed May 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
JASON DAVID CARMACK2+ years Service code 15 · EIN 46-5191850 | Recordkeeping | $20,096 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,569 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $90,046 | $52,884+70.3% | $84,753+6.2% | $55,167+63.2% |
| Participation rate | 83.3% | 67.5%+15.8pp | 76.6%+6.7pp | 69.0%+14.3pp |
| Annual return | 6.56% | 18.03%-11.5pp | 22.78%-16.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,895 | $2,644+160.8% | $3,712+85.8% | $3,054+125.8% |
| Admin fee / account holder | $226 | $581-61.1% | $5,333-95.8% | $504-55.2% |