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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,950 |
VALMARK ADVISERS INC4 years Filed as: VALMARK SECURITIES, INC. Service code 15 · EIN 34-1724087 | Recordkeeping | $25,017 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,497 | $106,247-34.6% | $147,096-52.8% | $77,714-10.6% |
| Participation rate | 87.0% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 15.88% | 56.87%-41.0pp | 419.75%-403.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $2,829 | $4,069-30.5% | $4,936-42.7% | $2,727+3.8% |
| Participant deferral / active EE | $6,422 | $7,996-19.7% | $8,071-20.4% | $4,649+38.1% |
| Admin fee / account holder | $164 | $338-51.6% | $13,005-98.7% | $433-62.2% |