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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.9+ years Service code 15 · EIN 88-1673202 | Recordkeeping | $52,951 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,848 |
ADP BROKER-DEALER9+ 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 | $43,410 | $27,800+56.2% | $58,544-25.8% | $71,495-39.3% |
| Participation rate | 89.5% | 34.6%+54.9pp | 50.9%+38.6pp | 67.9%+21.6pp |
| Annual return | 14.80% | 26.80%-12.0pp | 4249.56%-4234.8pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,713 | $632+171.2% | $1,053+62.6% | $2,589-33.9% |
| Participant deferral / active EE | $3,566 | $1,208+195.1% | $1,923+85.4% | $4,291-16.9% |
| Admin fee / account holder | $212 | $1,637-87.0% | $2,520-91.6% | $1,588-86.6% |