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| Provider | Service type | Compensation |
|---|---|---|
DELAP LLP1 year Filed as: DELAP, LLP Service code 15 · EIN 93-0418710 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,062 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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 | $44,146 | $50,947-13.3% | $74,551-40.8% | $64,173-31.2% |
| Participation rate | 91.1% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.5pp |
| Annual return | 0.48% | -1.85%+2.3pp | 32.53%-32.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $2,491 | $1,115+123.4% | $1,961+27.0% | $2,381+4.6% |
| Participant deferral / active EE | $3,812 | $2,302+65.6% | $3,108+22.6% | $3,470+9.9% |
| Admin fee / account holder | $132 | $4,221-96.9% | $5,059-97.4% | $4,887-97.3% |