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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,970 |
Filed as: FIDELITY INVESTMENST INST.OPERATION Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $250 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,510 | $101,539-47.3% | $147,041-63.6% | $74,400-28.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 124.60% | 8740.84%-8616.2pp | 419.21%-294.6pp | 1367.51%-1242.9pp |
| Employer contribution / active EE | $8,447 | $3,811+121.6% | $4,935+71.2% | $2,624+221.9% |
| Participant deferral / active EE | $14,625 | $7,304+100.2% | $8,071+81.2% | $4,348+236.3% |
| Admin fee / account holder | $9 | $1,749-99.5% | $13,006-99.9% | $1,944-99.5% |