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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,192 |
SPECTRUM INVESTMENT ADVISORS4+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $33,455 |
FYTERTECH NONWOVENS, LLC1 year Service code 15 · EIN 32-3440448 | Recordkeeping | $8,000 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $4,500 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,757 | $62,177-28.0% | $81,370-45.0% | $74,478-39.9% |
| Participation rate | 90.4% | 64.1%+26.3pp | 69.5%+20.8pp | 67.2%+23.2pp |
| Annual return | 15.25% | 16.62%-1.4pp | 24.85%-9.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,477 | $1,881+31.7% | $2,464+0.5% | $2,626-5.7% |
| Participant deferral / active EE | $5,456 | $3,219+69.5% | $3,885+40.4% | $4,350+25.4% |
| Admin fee / account holder | $343 | $1,927-82.2% | $5,749-94.0% | $1,946-82.4% |