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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,323 |
CAPITAL WEALTH MANAGEMENT3 years Filed as: CAPITAL WEALTH MANAGEMENT, LLC Service code 15 · EIN 36-4885141 | Recordkeeping | $20,360 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,527 | $102,429-73.1% | $147,096-81.3% | $80,925-66.0% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 14.00% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,777 | $6,649-28.1% | $8,071-40.8% | $4,299+11.1% |
| Admin fee / account holder | $207 | $7,957-97.4% | $13,005-98.4% | $6,940-97.0% |