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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,700 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 P.O. BOX 66906 · ST. LOUIS, MO 631666906 | Other Services | $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 | $33,316 | $42,772-22.1% | $87,502-61.9% | $55,167-39.6% |
| Participation rate | 94.9% | 66.5%+28.4pp | 73.8%+21.0pp | 69.0%+25.9pp |
| Annual return | 10.47% | 21.20%-10.7pp | 12.21%-1.7pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,643 | $1,277+28.6% | $2,550-35.6% | $1,963-16.3% |
| Participant deferral / active EE | $6,570 | $2,342+180.5% | $3,149+108.6% | $3,054+115.1% |
| Admin fee / account holder | $16 | $461-96.5% | $4,221-99.6% | $504-96.8% |