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| Provider | Service type | Compensation |
|---|---|---|
HCVT1 year Filed as: HCVT CERTIFIED PUBLIC ACCOUNTANTS Service code 15 · EIN 95-4345526 | Recordkeeping | $12,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,784 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NATIONAL SECURITIES CORPORATION2 years Filed as: NATIONAL SECURITIES Service code 49 3500 W OLIVE AVENUE STE570 · BURBANK, CA 91505 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,608 | $82,664-67.8% | $125,339-78.8% | $68,494-61.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.88% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $459 | $3,381-86.4% | $4,814-90.5% | $2,596-82.3% |
| Participant deferral / active EE | $6,499 | $6,110+6.4% | $7,446-12.7% | $4,027+61.4% |
| Admin fee / account holder | $172 | $6,275-97.3% | $10,010-98.3% | $5,403-96.8% |