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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $114,880 |
THREE BELL CAPITAL LLC2+ years Service code 15 · EIN 45-3567626 | Recordkeeping | $38,402 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $11,016 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,065 | $44,898-37.5% | $85,187-67.1% | $199,960-86.0% |
| Participation rate | 32.3% | 45.7%-13.4pp | 67.5%-35.2pp | 72.0%-39.7pp |
| Annual return | 17.40% | 20.98%-3.6pp | 66.67%-49.3pp | 34.28%-16.9pp |
| Employer contribution / active EE | $384 | $1,367-71.9% | $2,732-85.9% | $3,036-87.3% |
| Participant deferral / active EE | $1,707 | $2,670-36.0% | $4,525-62.3% | $5,087-66.4% |
| Admin fee / account holder | $165 | $585-71.8% | $6,162-97.3% | $269-38.6% |