Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $66,148 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,674 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,158 | $56,047-33.7% | $98,716-62.4% | $79,634-53.3% |
| Participation rate | 93.2% | 54.6%+38.6pp | 69.3%+23.9pp | 62.5%+30.7pp |
| Annual return | 18.16% | 17.58%+0.6pp | 31.81%-13.6pp | 36.46%-18.3pp |
| Employer contribution / active EE | $2 | $1,237-99.9% | $2,279-99.9% | $2,529-99.9% |
| Participant deferral / active EE | $3,488 | $2,469+41.3% | $4,048-13.8% | $3,835-9.0% |
| Admin fee / account holder | $187 | $1,512-87.6% | $8,703-97.8% | $1,002-81.3% |