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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,116 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $23,883 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC. Service code 15 · EIN 11-2551174 | Recordkeeping | $22,192 |
Filed as: ERISA FIDUCIARY SERVICES INC. Service code 15 · EIN 47-1637791 | Recordkeeping | $8,900 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,345 | $79,209+40.6% | $102,434+8.7% | $74,459+49.5% |
| Participation rate | 97.7% | 74.8%+23.0pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 11.11% | 54.98%-43.9pp | 29.46%-18.3pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $3,941 | $2,362+66.8% | $3,023+30.4% | $2,626+50.1% |
| Participant deferral / active EE | $11,955 | $4,417+170.6% | $5,055+136.5% | $4,350+174.8% |
| Admin fee / account holder | $263 | $2,002-86.9% | $9,462-97.2% | $1,945-86.5% |