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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $16,147 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,195 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,154 | $64,286-73.3% | $90,970-81.1% | $73,412-76.6% |
| Participation rate | 86.1% | 63.6%+22.5pp | 69.0%+17.1pp | 72.2%+13.9pp |
| Annual return | 15.11% | 21.46%-6.3pp | 134.60%-119.5pp | 59.30%-44.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,511 | $2,453+43.1% | $3,373+4.1% | $3,806-7.7% |
| Admin fee / account holder | $57 | $287-80.2% | $5,961-99.0% | $158-64.0% |