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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 | $101,672+27.5% | $147,117-11.9% | $74,478+74.0% |
| Participation rate | 80.2% | 75.5%+4.7pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 16.63% | 8757.83%-8741.2pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $3,799 | $3,813-0.4% | $4,932-23.0% | $2,626+44.6% |
| Participant deferral / active EE | $9,191 | $7,305+25.8% | $8,065+14.0% | $4,350+111.3% |
| Admin fee / account holder | $382 | $1,753-78.2% | $12,993-97.1% | $1,946-80.4% |