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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 | $106,264-34.6% | $147,117-52.8% | $77,762-10.6% |
| Participation rate | 87.0% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 15.88% | 56.94%-41.1pp | 420.54%-404.7pp | 31.27%-15.4pp |
| Employer contribution / active EE | $2,829 | $4,074-30.6% | $4,932-42.6% | $2,728+3.7% |
| Participant deferral / active EE | $6,422 | $8,003-19.8% | $8,065-20.4% | $4,651+38.1% |
| Admin fee / account holder | $164 | $334-51.0% | $12,993-98.7% | $433-62.1% |