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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,432 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS INC Service code 27 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Advisory (Plan) | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,883 | $78,419-42.8% | $133,978-66.5% | $73,412-38.9% |
| Participation rate | 94.6% | 78.6%+16.0pp | 79.8%+14.8pp | 72.2%+22.4pp |
| Annual return | 12.15% | 33.35%-21.2pp | 45.10%-32.9pp | 59.30%-47.1pp |
| Employer contribution / active EE | $819 | $2,044-59.9% | $3,919-79.1% | $2,234-63.3% |
| Participant deferral / active EE | $4,666 | $3,925+18.9% | $5,047-7.6% | $3,806+22.6% |
| Admin fee / account holder | $125 | $161-22.3% | $8,930-98.6% | $158-20.6% |