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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT8 years Filed as: CAPTIAL WEALTH MANAGEMENT, INC. Service code 15 · EIN 65-1226333 | Recordkeeping | $28,016 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,839 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,397 | $56,423-37.3% | $77,183-54.1% | $71,495-50.5% |
| Participation rate | 92.8% | 64.3%+28.5pp | 69.6%+23.2pp | 67.9%+24.9pp |
| Annual return | 24.35% | 19.05%+5.3pp | 37.89%-13.5pp | 28.85%-4.5pp |
| Employer contribution / active EE | $851 | $1,866-54.4% | $2,534-66.4% | $2,589-67.1% |
| Participant deferral / active EE | $3,875 | $3,142+23.3% | $3,833+1.1% | $4,291-9.7% |
| Admin fee / account holder | $231 | $1,429-83.8% | $5,475-95.8% | $1,588-85.4% |