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| Provider | Service type | Compensation |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC4 years Service code 15 · EIN 81-2780637 | Recordkeeping | $34,066 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,910 |
ADP BROKER-DEALER5 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,033 | $71,142+11.1% | $119,622-33.9% | $64,819+21.9% |
| Participation rate | 29.8% | 78.6%-48.8pp | 79.3%-49.5pp | 71.5%-41.7pp |
| Annual return | -18.32% | -10.01%-8.3pp | -14.98%-3.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,118 | $2,497-55.2% | $4,232-73.6% | $2,507-55.4% |
| Participant deferral / active EE | $2,950 | $4,490-34.3% | $5,601-47.3% | $4,311-31.6% |
| Admin fee / account holder | $391 | $162+141.3% | $10,328-96.2% | $188+108.2% |