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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,568 |
MCHENRY ADVISERS, INC.1 year Filed as: MCHENRY ADVISERS, INC Service code 16 · EIN 20-4243624 | Consulting | $30,600 |
GRAY ROBINSON1 year Filed as: GRAY ROBINSON ATTORNEY AT LAW Service code 15 · EIN 59-1300132 | Recordkeeping | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,090 | $50,919+306.7% | $155,556+33.1% | $77,762+166.3% |
| Participation rate | 80.1% | 63.1%+17.1pp | 78.2%+1.9pp | 70.6%+9.6pp |
| Annual return | 16.35% | 34.84%-18.5pp | 64.84%-48.5pp | 31.27%-14.9pp |
| Employer contribution / active EE | $7,378 | $1,991+270.5% | $4,675+57.8% | $2,728+170.5% |
| Participant deferral / active EE | $4,637 | $2,824+64.2% | $5,631-17.6% | $4,651-0.3% |
| Admin fee / account holder | $155 | $437-64.5% | $15,885-99.0% | $433-64.1% |