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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $45,533 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP. LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $16,177 |
HAYS COMPANIES2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 99 | Other Fees | $1,784 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,621 | $31,038+18.0% | $65,583-44.2% | $74,473-50.8% |
| Participation rate | 90.1% | 66.9%+23.2pp | 65.0%+25.2pp | 70.7%+19.4pp |
| Annual return | 22.60% | 38.60%-16.0pp | 47.46%-24.9pp | 34.36%-11.8pp |
| Employer contribution / active EE | $3,851 | $1,188+224.2% | $1,692+127.5% | $2,638+46.0% |
| Participant deferral / active EE | $4,533 | $2,792+62.4% | $2,833+60.0% | $4,530+0.1% |
| Admin fee / account holder | $213 | $299-28.9% | $4,112-94.8% | $347-38.7% |