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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 | $78,976-7.4% | $100,383-27.1% | $74,546-1.9% |
| Participation rate | 78.6% | 79.5%-0.9pp | 81.5%-2.9pp | 67.2%+11.4pp |
| Annual return | 16.44% | 20.62%-4.2pp | 49.26%-32.8pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $3,183 | $3,019+5.5% | $3,944-19.3% | $2,624+21.3% |
| Participant deferral / active EE | $9,316 | $7,758+20.1% | $8,086+15.2% | $4,347+114.3% |
| Admin fee / account holder | $210 | $1,330-84.2% | $7,900-97.3% | $1,944-89.2% |