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| Provider | Service type | Compensation |
|---|---|---|
CARY KANE LLP4 years Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $44,683 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,724 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,153 | $79,045-7.5% | $100,378-27.1% | $74,429-1.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 81.5%-2.9pp | 67.2%+11.4pp |
| Annual return | 16.44% | 20.61%-4.2pp | 49.41%-33.0pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $3,183 | $3,015+5.6% | $3,942-19.2% | $2,625+21.3% |
| Participant deferral / active EE | $9,316 | $7,751+20.2% | $8,087+15.2% | $4,348+114.2% |
| Admin fee / account holder | $210 | $1,335-84.3% | $7,899-97.3% | $1,944-89.2% |