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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLASS JACOBSON INVESTMENT ADVISORS, Service code 15 · EIN 52-2214000 | Recordkeeping | $10,613 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,392 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,837 | $75,284-27.2% | $91,004-39.7% | $69,631-21.2% |
| Participation rate | 80.2% | 80.4%-0.2pp | 75.6%+4.6pp | 70.7%+9.5pp |
| Annual return | 13.43% | 48.40%-35.0pp | 4.60%+8.8pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $2,333 | $2,473-5.7% | $2,456-5.0% | $2,032+14.8% |
| Participant deferral / active EE | $4,629 | $3,700+25.1% | $3,548+30.5% | $3,224+43.6% |
| Admin fee / account holder | $327 | $111+195.6% | $5,417-94.0% | $110+196.0% |