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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC, Service code 15 · EIN 13-3036745 | Recordkeeping | $72,793 |
HAYS COMPANIES3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $17,742 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP Service code 99 | Other Fees | $1,789 |
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 | $19,439 | $31,038-37.4% | $65,583-70.4% | $74,473-73.9% |
| Participation rate | 91.7% | 66.9%+24.7pp | 65.0%+26.7pp | 70.7%+20.9pp |
| Annual return | 31.84% | 38.60%-6.8pp | 47.46%-15.6pp | 34.36%-2.5pp |
| Employer contribution / active EE | $1,517 | $1,188+27.7% | $1,692-10.3% | $2,638-42.5% |
| Participant deferral / active EE | $1,704 | $2,792-38.9% | $2,833-39.8% | $4,530-62.4% |
| Admin fee / account holder | $117 | $299-60.9% | $4,112-97.2% | $347-66.3% |