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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $85,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,252 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,185 | $65,960-16.3% | $81,882-32.6% | $77,762-29.0% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.4%+24.0pp | 70.6%+25.8pp |
| Annual return | 13.84% | 26.64%-12.8pp | 779.47%-765.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,283 | $2,375-46.0% | $2,916-56.0% | $2,728-53.0% |
| Participant deferral / active EE | $4,409 | $3,505+25.8% | $4,323+2.0% | $4,651-5.2% |
| Admin fee / account holder | $290 | $526-45.0% | $7,360-96.1% | $433-33.1% |