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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $38,168 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $34,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,213 | $47,180+21.3% | $149,723-61.8% | $74,473-23.2% |
| Participation rate | 92.4% | 63.4%+29.0pp | 78.8%+13.6pp | 70.7%+21.7pp |
| Annual return | 19.66% | 22.75%-3.1pp | 134.50%-114.8pp | 34.36%-14.7pp |
| Employer contribution / active EE | $2,017 | $1,907+5.7% | $4,821-58.2% | $2,638-23.6% |
| Participant deferral / active EE | $2,827 | $2,730+3.5% | $5,682-50.2% | $4,530-37.6% |
| Admin fee / account holder | $238 | $343-30.5% | $13,215-98.2% | $347-31.3% |