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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,982 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 20-8361355 | Recordkeeping | $12,674 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARUAL BENEFITS. CORP Service code 15 · EIN 20-1054428 | Recordkeeping | $10,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,150 | $48,744-29.9% | $93,727-63.6% | $200,096-82.9% |
| Participation rate | 59.4% | 63.7%-4.3pp | 68.7%-9.3pp | 72.0%-12.6pp |
| Annual return | 13.75% | 15.36%-1.6pp | 133.83%-120.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $370 | $1,140-67.5% | $2,421-84.7% | $3,038-87.8% |
| Participant deferral / active EE | $2,047 | $2,825-27.6% | $4,417-53.7% | $5,090-59.8% |
| Admin fee / account holder | $66 | $195-66.0% | $8,292-99.2% | $269-75.4% |