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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $26,395 |
KLK CAPITAL MANAGEMENT LLC3 years Service code 15 · EIN 46-5097983 | Recordkeeping | $18,310 |
ADP BROKER-DEALER3 years 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 | $16,320 | $38,365-57.5% | $84,623-80.7% | $65,185-75.0% |
| Participation rate | 97.5% | 55.7%+41.8pp | 68.2%+29.2pp | 70.2%+27.3pp |
| Annual return | 21.15% | 32.00%-10.8pp | 258.77%-237.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $501 | $1,258-60.2% | $2,652-81.1% | $2,177-77.0% |
| Participant deferral / active EE | $1,943 | $2,278-14.7% | $3,899-50.2% | $3,514-44.7% |
| Admin fee / account holder | $187 | $451-58.6% | $4,913-96.2% | $847-77.9% |