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| Provider | Service type | Compensation |
|---|---|---|
PFG ADVISORS, LLC1 year Service code 15 · EIN 47-2483769 | Recordkeeping | $35,191 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,241 |
ADP BROKER-DEALER5 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 | $98,847 | $76,669+28.9% | $96,520+2.4% | $71,495+38.3% |
| Participation rate | 91.0% | 66.6%+24.4pp | 74.3%+16.7pp | 67.9%+23.1pp |
| Annual return | 19.27% | 48.29%-29.0pp | 35.72%-16.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,044 | $3,031+0.4% | $3,739-18.6% | $2,589+17.5% |
| Participant deferral / active EE | $8,675 | $3,771+130.0% | $4,879+77.8% | $4,291+102.2% |
| Admin fee / account holder | $303 | $2,028-85.1% | $6,733-95.5% | $1,588-80.9% |