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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,039 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
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 | $37,883 | $69,159-45.2% | $125,195-69.7% | $67,582-43.9% |
| Participation rate | 96.5% | 78.2%+18.3pp | 79.8%+16.7pp | 71.3%+25.2pp |
| Annual return | 21.06% | 27.12%-6.1pp | 43.79%-22.7pp | 378.57%-357.5pp |
| Employer contribution / active EE | $895 | $2,023-55.7% | $3,866-76.8% | $2,148-58.3% |
| Participant deferral / active EE | $4,371 | $3,700+18.2% | $4,937-11.5% | $3,539+23.5% |
| Admin fee / account holder | $112 | $142-21.0% | $9,704-98.8% | $142-21.3% |