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| Provider | Service type | Compensation |
|---|---|---|
ADAMS ADDRESSING ASSOCIATES2 years Filed as: ADAMS WEALTH MANAGEMENT Service code 15 · EIN 82-2288339 | Recordkeeping | $106,236 |
Service code 15 · EIN 82-3738447 | Recordkeeping | $27,072 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,314 |
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 | $50,621 | $101,672-50.2% | $147,117-65.6% | $74,478-32.0% |
| Participation rate | 64.0% | 75.5%-11.6pp | 82.2%-18.2pp | 67.2%-3.3pp |
| Annual return | 35.38% | 8757.83%-8722.4pp | 420.54%-385.2pp | 1370.56%-1335.2pp |
| Employer contribution / active EE | $2,238 | $3,813-41.3% | $4,932-54.6% | $2,626-14.8% |
| Participant deferral / active EE | $8,169 | $7,305+11.8% | $8,065+1.3% | $4,350+87.8% |
| Admin fee / account holder | $289 | $1,753-83.5% | $12,993-97.8% | $1,946-85.1% |