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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $19,902 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,220 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,513 | $89,465-67.0% | $165,100-82.1% | $77,762-62.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 78.6%+14.3pp | 70.6%+22.3pp |
| Annual return | 14.54% | 28.86%-14.3pp | 70.21%-55.7pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,972 | $2,565-23.1% | $4,348-54.6% | $2,728-27.7% |
| Participant deferral / active EE | $3,395 | $4,904-30.8% | $6,035-43.8% | $4,651-27.0% |
| Admin fee / account holder | $79 | $340-76.9% | $12,696-99.4% | $433-81.8% |