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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $64,421 |
BDO USA, LLP1 year Service code 15 · EIN 13-5381590 | Recordkeeping | $32,306 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,270 |
BDO USA, LLP1 year Filed as: BDO USA , LLP Service code 10 · EIN 13-5381590 | Accounting | $16,556 |
HEIN & ASSOCIATES LLP1 year Filed as: HEIN AND ASSOCIATES LLP Service code 10 100 SPECTRUM CENTER DRIVE · IRVINE, CA 92618 | Accounting | $15,750 |
ADP BROKER-DEALER2+ 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 | $18,415 | $37,044-50.3% | $71,796-74.4% | $57,658-68.1% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.1%+15.3pp | 70.2%+14.2pp |
| Annual return | 7.38% | 12.64%-5.3pp | 78.04%-70.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,020 | $720+180.5% | $1,924+5.0% | $1,974+2.4% |
| Participant deferral / active EE | $2,007 | $1,974+1.7% | $2,794-28.2% | $3,061-34.4% |
| Admin fee / account holder | $91 | $101-10.2% | $4,815-98.1% | $95-4.1% |