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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,347 |
PLANCHEC(K) CPAS LLC1 year Filed as: PLAN CHEC(K) CPAS Service code 15 · EIN 84-2614035 | Recordkeeping | $13,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $45,360 | $111,491-59.3% | $189,545-76.1% | $86,821-47.8% |
| Participation rate | 66.9% | 87.3%-20.4pp | 87.8%-20.9pp | 72.3%-5.4pp |
| Annual return | 15.63% | 83.50%-67.9pp | 555.36%-539.7pp | 97.94%-82.3pp |
| Employer contribution / active EE | $3,055 | $3,951-22.7% | $6,162-50.4% | $2,406+27.0% |
| Participant deferral / active EE | $5,644 | $6,437-12.3% | $8,220-31.3% | $4,132+36.6% |
| Admin fee / account holder | $171 | $189-9.5% | $12,049-98.6% | $170+0.7% |