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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $17,335 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06032 | Contract Administrator | $2,289 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,901 | $61,166-82.2% | $185,849-94.1% | $79,391-86.3% |
| Participation rate | 90.1% | 66.6%+23.5pp | 81.7%+8.4pp | 70.7%+19.4pp |
| Annual return | 11.68% | 19.45%-7.8pp | 122.10%-110.4pp | 116.88%-105.2pp |
| Employer contribution / active EE | $4 | $2,321-99.8% | $5,169-99.9% | $2,428-99.8% |
| Participant deferral / active EE | $1,883 | $2,789-32.5% | $5,569-66.2% | $4,046-53.5% |
| Admin fee / account holder | $33 | $710-95.4% | $16,244-99.8% | $627-94.7% |