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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,476 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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 | $47,795 | $41,281+15.8% | $109,313-56.3% | $57,658-17.1% |
| Participation rate | 76.7% | 59.3%+17.3pp | 71.3%+5.4pp | 70.2%+6.5pp |
| Annual return | 7.72% | 8.97%-1.2pp | 22.07%-14.3pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,912 | $1,201+59.2% | $3,892-50.9% | $1,974-3.1% |
| Participant deferral / active EE | $6,951 | $2,223+212.7% | $3,166+119.5% | $3,061+127.1% |
| Admin fee / account holder | $11 | $75-84.8% | $5,666-99.8% | $95-87.9% |