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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,624 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $22,438 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $7,561 |
ADP BROKER-DEALER7 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 | $71,186 | $99,168-28.2% | $96,534-26.3% | $74,460-4.4% |
| Participation rate | 74.9% | 80.7%-5.8pp | 76.0%-1.1pp | 70.7%+4.2pp |
| Annual return | 16.97% | 22.40%-5.4pp | 25.88%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,689 | $2,570+82.5% | $2,965+58.1% | $2,638+77.7% |
| Participant deferral / active EE | $4,191 | $4,936-15.1% | $4,851-13.6% | $4,530-7.5% |
| Admin fee / account holder | $149 | $225-33.9% | $8,253-98.2% | $348-57.3% |