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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,025 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $1,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,539 | $46,173-72.8% | $170,435-92.6% | $69,631-82.0% |
| Participation rate | 84.5% | 63.9%+20.6pp | 83.6%+0.9pp | 70.7%+13.8pp |
| Annual return | 12.52% | 21.62%-9.1pp | 205.94%-193.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,352 | $2,080-35.0% | $4,939-72.6% | $3,224-58.1% |
| Admin fee / account holder | $38 | $116-67.5% | $13,881-99.7% | $110-65.9% |