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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $5,820 |
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 | $77,439 | $62,164+24.6% | $81,482-5.0% | $74,400+4.1% |
| Participation rate | 59.8% | 64.1%-4.3pp | 69.5%-9.7pp | 67.2%-7.4pp |
| Annual return | 15.45% | 16.50%-1.0pp | 24.79%-9.3pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $1,868 | $1,884-0.8% | $2,463-24.1% | $2,624-28.8% |
| Participant deferral / active EE | $4,502 | $3,230+39.4% | $3,885+15.9% | $4,348+3.5% |
| Admin fee / account holder | $9 | $1,923-99.6% | $5,761-99.9% | $1,944-99.6% |