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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $109,892 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $45,061 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $45,000 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS, INC Service code 15 · EIN 46-2966358 | Recordkeeping | $7,000 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,572 | $82,279-79.9% | $78,002-78.8% | $63,975-74.1% |
| Participation rate | 88.9% | 84.7%+4.3pp | 75.5%+13.4pp | 71.1%+17.8pp |
| Annual return | 9.09% | 11.20%-2.1pp | 425.99%-416.9pp | 48.65%-39.6pp |
| Employer contribution / active EE | $673 | $3,297-79.6% | $2,470-72.7% | $2,182-69.1% |
| Participant deferral / active EE | $1,878 | $4,538-58.6% | $3,497-46.3% | $3,356-44.1% |
| Admin fee / account holder | $113 | $81+39.2% | $5,481-97.9% | $70+60.8% |