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| Provider | Service type | Compensation |
|---|---|---|
SRPC, INC2 years Service code 15 · EIN 81-2204426 | Recordkeeping | $23,503 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,836 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,502 | $89,367-51.3% | $141,191-69.2% | $72,975-40.4% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | -35.00% | 111.87%-146.9pp | 71.41%-106.4pp | 81.01%-116.0pp |
| Employer contribution / active EE | $900 | $3,115-71.1% | $4,736-81.0% | $2,440-63.1% |
| Participant deferral / active EE | $17,238 | $5,419+218.1% | $6,710+156.9% | $3,608+377.8% |
| Admin fee / account holder | $342 | $5,957-94.3% | $10,264-96.7% | $5,124-93.3% |