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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-3168699 | Recordkeeping | $17,023 |
Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $17,000 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,255 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,504 | $86,949+169.7% | $102,460+128.9% | $80,959+189.7% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.2pp | 67.7%+28.1pp |
| Annual return | 13.75% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,055 | $2,370+28.9% | $3,025+1.0% | $2,757+10.8% |
| Participant deferral / active EE | $8,499 | $4,121+106.2% | $5,056+68.1% | $4,300+97.6% |
| Admin fee / account holder | $294 | $8,048-96.3% | $9,460-96.9% | $6,925-95.8% |