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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,261 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $16,637 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,521 | $51,620-9.9% | $90,304-48.5% | $65,185-28.6% |
| Participation rate | 82.6% | 68.6%+13.9pp | 73.3%+9.3pp | 70.2%+12.4pp |
| Annual return | 26.64% | 24.94%+1.7pp | 78.13%-51.5pp | 29.38%-2.7pp |
| Employer contribution / active EE | $758 | $2,235-66.1% | $2,855-73.4% | $2,177-65.2% |
| Participant deferral / active EE | $6,692 | $2,871+133.1% | $3,885+72.3% | $3,514+90.4% |
| Admin fee / account holder | $196 | $384-49.0% | $5,354-96.3% | $847-76.9% |