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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,200 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $17,285 |
PIVOT CPAS1 year Service code 15 · EIN 20-0708248 | Recordkeeping | $15,000 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $14,743 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,428 | $44,764-3.0% | $68,803-36.9% | $64,824-33.0% |
| Participation rate | 75.7% | 64.8%+11.0pp | 69.0%+6.7pp | 71.5%+4.3pp |
| Annual return | -12.72% | -10.91%-1.8pp | -6.37%-6.3pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,541 | $1,775-13.2% | $2,656-42.0% | $2,507-38.5% |
| Participant deferral / active EE | $2,492 | $3,238-23.0% | $3,942-36.8% | $4,311-42.2% |
| Admin fee / account holder | $193 | $151+27.8% | $4,936-96.1% | $188+2.9% |