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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,538 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $16,000 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,089 | $95,542-72.7% | $69,461-62.4% | $67,579-61.4% |
| Participation rate | 88.8% | 79.4%+9.4pp | 74.6%+14.2pp | 71.3%+17.5pp |
| Annual return | 22.87% | 17.67%+5.2pp | 28.97%-6.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $597 | $2,989-80.0% | $2,779-78.5% | $2,148-72.2% |
| Participant deferral / active EE | $3,712 | $3,263+13.8% | $3,536+5.0% | $3,539+4.9% |
| Admin fee / account holder | $149 | $90+66.1% | $3,840-96.1% | $142+4.8% |