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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $37,653 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $37,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,370 | $46,332+4.4% | $143,797-66.4% | $64,824-25.4% |
| Participation rate | 93.1% | 64.2%+28.9pp | 80.3%+12.8pp | 71.5%+21.7pp |
| Annual return | -18.66% | -10.05%-8.6pp | -0.04%-18.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $1,854 | $1,911-3.0% | $4,952-62.6% | $2,507-26.0% |
| Participant deferral / active EE | $2,756 | $2,647+4.1% | $5,638-51.1% | $4,311-36.1% |
| Admin fee / account holder | $233 | $154+51.4% | $14,679-98.4% | $188+24.0% |