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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC2 years Service code 15 · EIN 47-2483769 | Recordkeeping | $47,858 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,386 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,764 | $80,763+37.1% | $102,412+8.2% | $74,459+48.8% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.5pp |
| Annual return | 14.69% | 27.57%-12.9pp | 24.94%-10.2pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $3,088 | $3,160-2.3% | $3,870-20.2% | $2,626+17.6% |
| Participant deferral / active EE | $8,723 | $3,862+125.9% | $5,060+72.4% | $4,350+100.6% |
| Admin fee / account holder | $340 | $2,371-85.7% | $8,388-95.9% | $1,945-82.5% |