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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $29,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,625 |
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 | $28,868 | $57,096-49.4% | $94,229-69.4% | $55,191-47.7% |
| Participation rate | 85.8% | 75.7%+10.1pp | 78.8%+7.0pp | 69.2%+16.6pp |
| Annual return | 4.18% | 159.65%-155.5pp | 10.68%-6.5pp | 10.78%-6.6pp |
| Employer contribution / active EE | $696 | $1,708-59.2% | $3,587-80.6% | $1,899-63.3% |
| Participant deferral / active EE | $3,217 | $3,165+1.6% | $4,320-25.5% | $3,046+5.6% |
| Admin fee / account holder | $74 | $89-16.8% | $6,269-98.8% | $91-18.2% |