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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,940 |
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 15 · EIN 46-3919960 | Recordkeeping | $26,436 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,408 | $51,226+12.1% | $82,706-30.6% | $66,930-14.2% |
| Participation rate | 77.6% | 67.9%+9.7pp | 72.6%+5.0pp | 69.8%+7.8pp |
| Annual return | -17.52% | -9.61%-7.9pp | 701.76%-719.3pp | 1.57%-19.1pp |
| Employer contribution / active EE | $2,223 | $2,612-14.9% | $3,007-26.1% | $2,545-12.6% |
| Participant deferral / active EE | $9,521 | $3,460+175.2% | $4,394+116.7% | $4,238+124.7% |
| Admin fee / account holder | $297 | $416-28.5% | $5,329-94.4% | $593-49.9% |