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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $38,318 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $22,538 |
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 | $51,731 | $37,196+39.1% | $154,111-66.4% | $55,725-7.2% |
| Participation rate | 71.3% | 64.1%+7.2pp | 83.0%-11.8pp | 70.9%+0.4pp |
| Annual return | -0.34% | 1319.68%-1320.0pp | 735.18%-735.5pp | 244.93%-245.3pp |
| Employer contribution / active EE | $1,011 | $1,614-37.4% | $5,298-80.9% | $2,078-51.4% |
| Participant deferral / active EE | $2,631 | $2,068+27.2% | $5,081-48.2% | $3,356-21.6% |
| Admin fee / account holder | $278 | $102+173.5% | $13,411-97.9% | $115+141.3% |