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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,969 |
SPECTRUM INVESTMENT ADVISORS2+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $26,967 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $12,000 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,108 | $56,503-80.3% | $70,098-84.2% | $64,814-82.9% |
| Participation rate | 94.7% | 70.5%+24.2pp | 70.5%+24.2pp | 71.5%+23.2pp |
| Annual return | -17.68% | -13.44%-4.2pp | 190.76%-208.4pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,836 | $2,046-10.3% | $2,560-28.3% | $2,507-26.8% |
| Participant deferral / active EE | $3,708 | $3,389+9.4% | $3,849-3.7% | $4,310-14.0% |
| Admin fee / account holder | $128 | $160-20.2% | $6,266-98.0% | $188-31.9% |