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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,616 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $19,515 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $36,752 | $46,173-20.4% | $170,439-78.4% | $69,631-47.2% |
| Participation rate | 69.9% | 63.9%+6.0pp | 83.6%-13.7pp | 70.7%-0.7pp |
| Annual return | 17.59% | 21.62%-4.0pp | 205.94%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,331 | $1,610-17.3% | $5,433-75.5% | $2,032-34.5% |
| Participant deferral / active EE | $2,667 | $2,080+28.2% | $4,939-46.0% | $3,224-17.3% |
| Admin fee / account holder | $180 | $116+55.1% | $13,881-98.7% | $110+62.8% |