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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 | $101,591+27.6% | $147,096-11.9% | $74,429+74.2% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 16.63% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $3,799 | $3,813-0.4% | $4,936-23.0% | $2,625+44.7% |
| Participant deferral / active EE | $9,191 | $7,302+25.9% | $8,071+13.9% | $4,348+111.4% |
| Admin fee / account holder | $382 | $1,750-78.2% | $13,005-97.1% | $1,944-80.4% |