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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $79,949 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,018 |
ADP BROKER-DEALER7+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,769 | $45,872+209.1% | $77,081+83.9% | $68,495+107.0% |
| Participation rate | 78.5% | 55.9%+22.6pp | 67.9%+10.6pp | 67.9%+10.6pp |
| Annual return | -18.46% | 1.73%-20.2pp | 42.33%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $981 | $1,650-40.5% | $2,813-65.1% | $2,596-62.2% |
| Participant deferral / active EE | $6,113 | $2,963+106.3% | $4,428+38.1% | $4,028+51.8% |
| Admin fee / account holder | $466 | $3,041-84.7% | $5,427-91.4% | $5,403-91.4% |