Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $15,139 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,512 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,941 | $54,193+1.4% | $93,606-41.3% | $77,643-29.2% |
| Participation rate | 56.8% | 63.9%-7.2pp | 68.7%-11.9pp | 70.6%-13.8pp |
| Annual return | 18.68% | 30.54%-11.9pp | 133.20%-114.5pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,589 | $1,168+36.1% | $2,420-34.3% | $2,726-41.7% |
| Participant deferral / active EE | $3,069 | $3,144-2.4% | $4,411-30.4% | $4,647-34.0% |
| Admin fee / account holder | $222 | $576-61.5% | $8,285-97.3% | $430-48.5% |