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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $158,455 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 37-6572947 | Recordkeeping | $17,519 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,839 | $57,610-95.1% | $154,803-98.2% | $102,872-97.2% |
| Participation rate | 84.0% | 59.5%+24.5pp | 78.1%+5.9pp | 73.0%+10.9pp |
| Annual return | 11.87% | 30.49%-18.6pp | 58.88%-47.0pp | 19.06%-7.2pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1,448 | $2,914-50.3% | $5,540-73.9% | $5,535-73.8% |
| Admin fee / account holder | $124 | $368-66.2% | $14,329-99.1% | $292-57.5% |