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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $25,801 |
Service code 12 · EIN 48-1205033 | Float revenue; Participant loan proce... | $24,743 |
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 | $40,300 | $46,173-12.7% | $170,435-76.4% | $69,631-42.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 20.25% | 21.62%-1.4pp | 205.94%-185.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $1,326 | $1,610-17.6% | $5,432-75.6% | $2,032-34.8% |
| Participant deferral / active EE | $1,966 | $2,080-5.5% | $4,939-60.2% | $3,224-39.0% |
| Admin fee / account holder | $168 | $116+45.0% | $13,881-98.8% | $110+52.3% |