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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,132 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $27,561 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $15,044 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,702 | $100,801-62.6% | $149,745-74.8% | $73,412-48.6% |
| Participation rate | 95.9% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 15.93% | 265.34%-249.4pp | 276.72%-260.8pp | 59.30%-43.4pp |
| Employer contribution / active EE | $1,084 | $3,312-67.3% | $4,646-76.7% | $2,234-51.5% |
| Participant deferral / active EE | $5,481 | $6,404-14.4% | $6,843-19.9% | $3,806+44.0% |
| Admin fee / account holder | $193 | $181+6.7% | $9,312-97.9% | $158+22.2% |