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| Provider | Service type | Compensation |
|---|---|---|
GERBER LLC1 year Filed as: GERBER KAWASAKI, INC. Service code 15 · EIN 27-2274173 | Recordkeeping | $12,693 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,718 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,838 | $99,957-40.1% | $149,730-60.0% | $73,493-18.6% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.3pp | 70.7%+16.1pp |
| Annual return | 19.36% | 53.87%-34.5pp | 276.70%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $6,089 | $3,191+90.8% | $4,645+31.1% | $2,270+168.2% |
| Participant deferral / active EE | $14,227 | $6,073+134.3% | $6,843+107.9% | $3,740+280.4% |
| Admin fee / account holder | $86 | $551-84.4% | $9,310-99.1% | $513-83.2% |