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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRADITION WEALTH MANAGEMENT Service code 15 · EIN 42-1577774 | Recordkeeping | $8,228 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $910 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,932 | $58,726+58.2% | $92,240+0.8% | $62,293+49.2% |
| Participation rate | 66.0% | 68.3%-2.3pp | 76.5%-10.5pp | 69.5%-3.5pp |
| Annual return | 19.01% | 43.62%-24.6pp | 176.29%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,239 | $2,392-6.4% | $3,680-39.2% | $2,042+9.6% |
| Participant deferral / active EE | $4,476 | $2,766+61.8% | $3,897+14.8% | $3,169+41.2% |
| Admin fee / account holder | $113 | $556-79.7% | $5,194-97.8% | $479-76.5% |