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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,666 |
WEAVER AND TIDWELL, LLP4 years Service code 15 · EIN 75-0786316 | Recordkeeping | $18,422 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,749 | $50,919-71.0% | $155,556-90.5% | $77,762-81.0% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.7pp |
| Annual return | 11.76% | 34.84%-23.1pp | 64.84%-53.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $501 | $1,991-74.8% | $4,675-89.3% | $2,728-81.6% |
| Participant deferral / active EE | $3,078 | $2,824+9.0% | $5,631-45.3% | $4,651-33.8% |
| Admin fee / account holder | $81 | $437-81.4% | $15,885-99.5% | $433-81.3% |