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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,817 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, P.C. Service code 15 · EIN 04-3138777 | Recordkeeping | $6,000 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $72,606 | $65,428+11.0% | $169,397-57.1% | $71,529+1.5% |
| Participation rate | 77.7% | 66.9%+10.8pp | 77.2%+0.5pp | 67.9%+9.7pp |
| Annual return | 27.07% | 21.35%+5.7pp | 406.23%-379.2pp | 28.97%-1.9pp |
| Employer contribution / active EE | $37 | $2,064-98.2% | $4,013-99.1% | $2,590-98.6% |
| Participant deferral / active EE | $3,601 | $4,360-17.4% | $6,223-42.1% | $4,291-16.1% |
| Admin fee / account holder | $180 | $1,328-86.5% | $9,017-98.0% | $1,588-88.7% |