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| Provider | Service type | Compensation |
|---|---|---|
GBS RETIREMENT SERVICES3+ years Service code 15 · EIN 13-3727333 | Recordkeeping | $22,050 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,756 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,148 | $71,666-57.9% | $117,861-74.4% | $69,631-56.7% |
| Participation rate | 97.6% | 77.5%+20.1pp | 79.7%+18.0pp | 70.7%+27.0pp |
| Annual return | 13.79% | 18.86%-5.1pp | 335.11%-321.3pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,648 | $1,889-12.7% | $3,786-56.5% | $2,032-18.9% |
| Participant deferral / active EE | $2,789 | $3,340-16.5% | $4,482-37.8% | $3,224-13.5% |
| Admin fee / account holder | $80 | $120-33.9% | $8,021-99.0% | $110-28.0% |