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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 · EIN 22-3784192 | Other Services | $31,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,520 |
BELLWETHER CONSULTING LLC4+ years Service code 16 · EIN 22-3784192 | Consulting | $19,518 |
HURST COMPANY1 year Filed as: THE HURST COMPANY Service code 10 · EIN 20-2926841 | Accounting | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,054 | $23,119-8.9% | $71,086-70.4% | $75,289-72.0% |
| Participation rate | 27.8% | 36.3%-8.6pp | 54.7%-26.9pp | 72.4%-44.7pp |
| Annual return | -3.48% | -3.32%-0.2pp | 650.59%-654.1pp | -0.04%-3.4pp |
| Employer contribution / active EE | $252 | $399-36.9% | $1,088-76.8% | $2,405-89.5% |
| Participant deferral / active EE | $756 | $960-21.2% | $1,874-59.6% | $3,739-79.8% |
| Admin fee / account holder | $150 | $89+67.9% | $3,082-95.1% | $102+46.9% |