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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $21,316 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,334 |
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 | $104,655 | $88,083+18.8% | $164,813-36.5% | $74,495+40.5% |
| Participation rate | 56.1% | 73.0%-17.0pp | 78.6%-22.6pp | 67.2%-11.1pp |
| Annual return | 10.68% | 17.26%-6.6pp | 69.93%-59.2pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,407 | $4,498-2.0% | $6,031-26.9% | $4,346+1.4% |
| Admin fee / account holder | $281 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |