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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,862 |
MONARCH PLAN ADVISORS2 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $20,197 |
ADP BROKER-DEALER3 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 | $61,883 | $66,124-6.4% | $90,440-31.6% | $73,493-15.8% |
| Participation rate | 87.8% | 69.7%+18.2pp | 72.7%+15.1pp | 70.7%+17.2pp |
| Annual return | 18.96% | 17.65%+1.3pp | 1294.38%-1275.4pp | 28.51%-9.6pp |
| Employer contribution / active EE | $982 | $2,346-58.2% | $3,263-69.9% | $2,270-56.8% |
| Participant deferral / active EE | $7,800 | $3,039+156.7% | $3,964+96.8% | $3,740+108.6% |
| Admin fee / account holder | $288 | $396-27.3% | $5,615-94.9% | $513-43.9% |