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| Provider | Service type | Compensation |
|---|---|---|
CAPE INVESTMENT ADVISORY INC4 years Filed as: CAPE INVESTMENT ADVISORY,INC Service code 15 · EIN 26-1775149 | Recordkeeping | $13,292 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,294 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,164 | $102,385-41.2% | $147,080-59.1% | $80,935-25.7% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 12.52% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $3,070 | $3,717-17.4% | $4,933-37.8% | $2,757+11.4% |
| Participant deferral / active EE | $8,567 | $6,651+28.8% | $8,066+6.2% | $4,299+99.3% |
| Admin fee / account holder | $161 | $7,951-98.0% | $12,989-98.8% | $6,924-97.7% |