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| Provider | Service type | Compensation |
|---|---|---|
MCDONALD PARTNERS LLC2+ years Filed as: MCDONALD PARTNERS, LLC Service code 15 · EIN 20-2714559 | Recordkeeping | $17,485 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,715 |
ADP BROKER-DEALER2+ 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 | $35,152 | $60,165-41.6% | $74,184-52.6% | $55,167-36.3% |
| Participation rate | 40.2% | 74.2%-34.0pp | 76.6%-36.4pp | 69.0%-28.8pp |
| Annual return | 6.12% | 10.00%-3.9pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $696 | $1,600-56.5% | $2,370-70.6% | $1,963-64.5% |
| Participant deferral / active EE | $1,466 | $2,973-50.7% | $3,550-58.7% | $3,054-52.0% |
| Admin fee / account holder | $200 | $419-52.3% | $5,586-96.4% | $504-60.3% |