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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.5 years Filed as: WADE FINANCIAL ADVISORY, INC. Service code 15 · EIN 77-0297228 | Recordkeeping | $13,284 |
HILLTOP SECURITIES INC.1 year Service code 27 1201 ELM ST · DALLAS, TX 75270 | Advisory (Plan) | $9,792 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,404 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,905 | $83,090-35.1% | $130,062-58.6% | $71,529-24.6% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 9.59% | 20.61%-11.0pp | -137.37%+147.0pp | 28.97%-19.4pp |
| Employer contribution / active EE | $519 | $2,624-80.2% | $4,322-88.0% | $2,590-80.0% |
| Participant deferral / active EE | $3,541 | $4,436-20.2% | $5,821-39.2% | $4,291-17.5% |
| Admin fee / account holder | $394 | $1,727-77.2% | $10,601-96.3% | $1,588-75.2% |