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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,977 |
MONETA GROUP LLC3+ years Service code 15 · EIN 20-1903821 | Recordkeeping | $56,463 |
ARMANINO LLP1 year Service code 15 · EIN 94-6214841 | Recordkeeping | $15,014 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,989 | $52,960-54.7% | $86,640-72.3% | $80,157-70.1% |
| Participation rate | 68.8% | 62.4%+6.4pp | 71.7%-2.9pp | 72.9%-4.1pp |
| Annual return | 18.39% | 24.84%-6.4pp | 592.52%-574.1pp | 40.39%-22.0pp |
| Employer contribution / active EE | $966 | $2,138-54.8% | $3,024-68.1% | $2,977-67.5% |
| Participant deferral / active EE | $3,528 | $3,226+9.4% | $4,438-20.5% | $5,015-29.7% |
| Admin fee / account holder | $58 | $113-48.7% | $5,616-99.0% | $145-60.0% |