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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,747 |
KLK CAPITAL MANAGEMENT LLC6 years Service code 15 · EIN 46-5097983 | Recordkeeping | $17,894 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,816 | $37,440-71.1% | $77,081-86.0% | $66,930-83.8% |
| Participation rate | 95.4% | 52.9%+42.5pp | 67.9%+27.5pp | 69.8%+25.6pp |
| Annual return | -11.61% | -3.26%-8.3pp | 42.33%-53.9pp | 1.57%-13.2pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $2,813-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,338 | $2,620-10.7% | $4,428-47.2% | $4,238-44.8% |
| Admin fee / account holder | $151 | $568-73.4% | $5,427-97.2% | $593-74.6% |