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| Provider | Service type | Compensation |
|---|---|---|
ASCENT WEALTH PARTNERS, LLC5+ years Service code 15 · EIN 45-2910003 | Recordkeeping | $24,583 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,400 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,745 | $65,376-42.3% | $87,102-56.7% | $65,185-42.1% |
| Participation rate | 65.8% | 75.3%-9.5pp | 76.9%-11.0pp | 70.2%-4.4pp |
| Annual return | 21.04% | 31.27%-10.2pp | 28.19%-7.2pp | 29.38%-8.3pp |
| Employer contribution / active EE | $753 | $1,822-58.7% | $2,521-70.2% | $2,177-65.4% |
| Participant deferral / active EE | $2,387 | $3,388-29.6% | $4,048-41.0% | $3,514-32.1% |
| Admin fee / account holder | $158 | $520-69.7% | $7,491-97.9% | $847-81.4% |