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| Provider | Service type | Compensation |
|---|---|---|
LARA MAY & ASSOCIATES LLC3+ years Filed as: LARA, MAY & ASSOCIATES, LLC Service code 15 · EIN 26-1142393 | Recordkeeping | $14,838 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,602 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES INC. Service code 15 · EIN 52-1053785 | Recordkeeping | $3,500 |
UHY LLP1 year Filed as: UHY, LLP Service code 15 · EIN 20-0694403 | Recordkeeping | $3,400 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $12 |
ADP BROKER-DEALER3+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $29,474 | $95,193-69.0% | $76,523-61.5% | $135,382-78.2% |
| Participation rate | 69.2% | 74.4%-5.2pp | 68.0%+1.2pp | 82.6%-13.4pp |
| Annual return | -4.88% | 4.85%-9.7pp | -0.27%-4.6pp | 519.77%-524.6pp |
| Employer contribution / active EE | $282 | $3,302-91.5% | $2,647-89.3% | $4,779-94.1% |
| Participant deferral / active EE | $6,698 | $4,639+44.4% | $3,835+74.6% | $5,609+19.4% |
| Admin fee / account holder | $280 | $6,249-95.5% | $4,848-94.2% | $10,829-97.4% |