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| Provider | Service type | Compensation |
|---|---|---|
STANDARD FINANCIAL GROUP1 year Service code 50 · EIN 93-1253576 | Direct Payment | $77,145 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,655 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,429 | $106,236-63.8% | $112,258-65.8% | $64,814-40.7% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.1%+18.0pp | 71.5%+21.5pp |
| Annual return | -19.94% | -6.02%-13.9pp | 27.47%-47.4pp | 32.84%-52.8pp |
| Employer contribution / active EE | $3,220 | $3,166+1.7% | $3,636-11.4% | $2,507+28.5% |
| Participant deferral / active EE | $7,034 | $3,785+85.8% | $4,728+48.8% | $4,310+63.2% |
| Admin fee / account holder | $199 | $452-56.0% | $6,411-96.9% | $188+5.7% |