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| Provider | Service type | Compensation |
|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT LL10+ years Filed as: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $20,013 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,285 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,029 | $88,117-43.2% | $164,928-69.7% | $74,400-32.8% |
| Participation rate | 86.6% | 73.1%+13.5pp | 78.6%+7.9pp | 67.2%+19.4pp |
| Annual return | 11.97% | 17.27%-5.3pp | 70.08%-58.1pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $898 | $2,596-65.4% | $4,343-79.3% | $2,624-65.8% |
| Participant deferral / active EE | $5,635 | $4,501+25.2% | $6,034-6.6% | $4,348+29.6% |
| Admin fee / account holder | $181 | $2,230-91.9% | $12,684-98.6% | $1,944-90.7% |