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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $35,335 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,438 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,529 | $76,112+64.9% | $96,544+30.0% | $71,529+75.5% |
| Participation rate | 67.9% | 74.4%-6.5pp | 76.0%-8.1pp | 67.9%0pp |
| Annual return | 17.65% | 22.80%-5.2pp | 25.88%-8.2pp | 28.97%-11.3pp |
| Employer contribution / active EE | $1,774 | $2,248-21.1% | $2,966-40.2% | $2,590-31.5% |
| Participant deferral / active EE | $6,634 | $4,217+57.3% | $4,851+36.7% | $4,291+54.6% |
| Admin fee / account holder | $361 | $2,708-86.7% | $8,254-95.6% | $1,588-77.3% |