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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $147,211 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $62,670 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,649 | $82,279-62.8% | $78,002-60.7% | $63,975-52.1% |
| Participation rate | 85.5% | 84.7%+0.9pp | 75.5%+10.0pp | 71.1%+14.4pp |
| Annual return | 7.22% | 11.20%-4.0pp | 425.99%-418.8pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,143 | $3,297-65.3% | $2,470-53.7% | $2,182-47.6% |
| Participant deferral / active EE | $2,805 | $4,538-38.2% | $3,497-19.8% | $3,356-16.4% |
| Admin fee / account holder | $73 | $81-10.4% | $5,481-98.7% | $70+3.5% |