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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC3 years Service code 15 · EIN 33-0905143 | Recordkeeping | $20,087 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,165 | $82,978+25.5% | $129,995-19.9% | $71,457+45.8% |
| Participation rate | 55.1% | 74.1%-19.0pp | 78.5%-23.4pp | 67.9%-12.8pp |
| Annual return | 13.34% | 20.60%-7.3pp | -137.18%+150.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,102 | $4,432-7.4% | $5,820-29.5% | $4,289-4.4% |
| Admin fee / account holder | $287 | $1,729-83.4% | $10,614-97.3% | $1,587-81.9% |