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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,569 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 15 · EIN 99-2539506 | Recordkeeping | $24,917 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,913 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,621 | $101,499+27.7% | $147,005-11.8% | $74,546+73.9% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-1.9pp | 67.2%+13.0pp |
| Annual return | 16.63% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $3,799 | $3,811-0.3% | $4,934-23.0% | $2,624+44.7% |
| Participant deferral / active EE | $9,191 | $7,304+25.8% | $8,070+13.9% | $4,347+111.4% |
| Admin fee / account holder | $382 | $1,748-78.1% | $13,006-97.1% | $1,944-80.3% |