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| Provider | Service type | Compensation |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC6 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 15 · EIN 20-5282002 | Recordkeeping | $27,515 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,722 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,229 | $45,343+57.1% | $150,298-52.6% | $67,986+4.8% |
| Participation rate | 94.7% | 51.9%+42.8pp | 77.8%+16.9pp | 57.2%+37.5pp |
| Annual return | 20.84% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $3,804 | $1,462+160.2% | $4,154-8.4% | $2,019+88.4% |
| Participant deferral / active EE | $6,254 | $2,055+204.4% | $5,453+14.7% | $3,358+86.2% |
| Admin fee / account holder | $289 | $2,250-87.2% | $14,116-98.0% | $3,203-91.0% |