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| Provider | Service type | Compensation |
|---|---|---|
R.W. ROGE & COMPANY, INC.3 years Service code 15 · EIN 11-2814579 | Recordkeeping | $23,224 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,621 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,544 | $99,957-40.4% | $149,696-60.2% | $73,488-19.0% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.5%+12.8pp | 70.7%+24.6pp |
| Annual return | 12.25% | 53.87%-41.6pp | 276.60%-264.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,109 | $6,073-15.9% | $6,842-25.3% | $3,740+36.6% |
| Admin fee / account holder | $356 | $551-35.4% | $9,309-96.2% | $513-30.6% |