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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,917 |
HARDY REED LLC5 years Filed as: HARDY REED CAPITAL ADVISORS, LLC Service code 15 · EIN 20-5400340 | Recordkeeping | $31,307 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,517 | $119,272-49.3% | $161,149-62.4% | $71,012-14.8% |
| Participation rate | 69.8% | 73.6%-3.8pp | 78.8%-9.0pp | 58.6%+11.3pp |
| Annual return | 17.86% | 16.11%+1.8pp | 21.16%-3.3pp | 37.67%-19.8pp |
| Employer contribution / active EE | $2,473 | $2,894-14.6% | $4,360-43.3% | $2,348+5.3% |
| Participant deferral / active EE | $4,760 | $4,117+15.6% | $6,153-22.6% | $3,246+46.7% |
| Admin fee / account holder | $204 | $1,020-80.0% | $15,194-98.7% | $1,167-82.5% |