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| Provider | Service type | Compensation |
|---|---|---|
GESCHER HERBER GROUP LLC1 year Filed as: GESCHER HERBER GROUP, LLC Service code 15 · EIN 46-4600604 | Recordkeeping | $11,478 |
Service code 15 · EIN 93-0623130 | Recordkeeping | $7,725 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,923 |
ADP BROKER-DEALER1 year 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 | $55,446 | $59,819-7.3% | $79,583-30.3% | $68,490-19.0% |
| Participation rate | 88.7% | 61.1%+27.6pp | 69.5%+19.2pp | 67.9%+20.8pp |
| Annual return | -13.98% | -12.30%-1.7pp | 0.16%-14.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,547 | $1,505+2.7% | $2,414-35.9% | $2,597-40.4% |
| Participant deferral / active EE | $4,771 | $3,025+57.7% | $3,986+19.7% | $4,028+18.4% |
| Admin fee / account holder | $302 | $4,835-93.8% | $6,835-95.6% | $5,403-94.4% |