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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TURNER, WARREN, HWANG, & CONRAD AC Service code 15 · EIN 95-4083485 | Recordkeeping | $29,100 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,294 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $126,113-100.0% | $116,096-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 73.3%-73.3pp | 80.8%-80.8pp |
| Annual return | 1.25% | 391.72%-390.5pp | 326.25%-325.0pp | 148.84%-147.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |