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| Provider | Service type | Compensation |
|---|---|---|
NPPG1+ years Filed as: NPPG INVESTMENTS SERVICES, LLC Service code 15 · EIN 32-0356844 | Recordkeeping | $111,359 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,837 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $19,564 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1+ years Service code 33 | Distribution (12b-1) fees; Securities... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,211 | $73,532+497.3% | $178,505+146.1% | $74,478+489.7% |
| Participation rate | 99.3% | 66.6%+32.7pp | 77.1%+22.2pp | 67.2%+32.1pp |
| Annual return | 15.94% | 17.49%-1.6pp | 27.16%-11.2pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $19,567 | $2,221+781.2% | $3,955+394.7% | $2,626+645.1% |
| Participant deferral / active EE | $14,700 | $4,519+225.3% | $6,280+134.1% | $4,350+237.9% |
| Admin fee / account holder | $628 | $1,813-65.3% | $10,428-94.0% | $1,946-67.7% |