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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2+ years Service code 15 · EIN 33-0905143 | Recordkeeping | $14,126 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,885 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,759 | $57,921-19.3% | $84,753-44.8% | $57,658-18.9% |
| Participation rate | 32.6% | 72.9%-40.4pp | 76.6%-44.0pp | 70.2%-37.7pp |
| Annual return | 6.43% | 10.24%-3.8pp | 22.78%-16.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $864 | $2,598-66.7% | $3,574-75.8% | $1,974-56.2% |
| Participant deferral / active EE | $1,537 | $2,742-43.9% | $3,712-58.6% | $3,061-49.8% |
| Admin fee / account holder | $87 | $130-32.6% | $5,333-98.4% | $95-7.6% |