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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 15 · EIN 75-0786316 | Recordkeeping | $25,360 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,575 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: HD VEST Service code 49 PO BOX 25006 · WOODBURY, MN 55125 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $86,287 | $84,936+1.6% | $111,308-22.5% | $79,391+8.7% |
| Participation rate | 65.4% | 75.9%-10.4pp | 77.3%-11.9pp | 70.7%-5.3pp |
| Annual return | 10.71% | 17.45%-6.7pp | 54.67%-44.0pp | 116.88%-106.2pp |
| Employer contribution / active EE | $2,803 | $1,979+41.6% | $2,732+2.6% | $2,428+15.4% |
| Participant deferral / active EE | $5,372 | $3,888+38.2% | $4,487+19.7% | $4,046+32.8% |
| Admin fee / account holder | $269 | $537-50.0% | $7,965-96.6% | $627-57.1% |