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| Provider | Service type | Compensation |
|---|---|---|
EXCEL WEALTH MANAGEMENT, LLC5 years Service code 15 · EIN 81-2780637 | Recordkeeping | $37,044 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,709 |
ADP BROKER-DEALER6 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,029 | $91,372+11.7% | $130,045-21.5% | $74,460+37.0% |
| Participation rate | 29.5% | 77.8%-48.3pp | 78.5%-49.0pp | 70.7%-41.2pp |
| Annual return | 22.27% | 23.21%-0.9pp | -137.30%+159.6pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,203 | $2,563-53.1% | $4,321-72.2% | $2,638-54.4% |
| Participant deferral / active EE | $3,285 | $4,721-30.4% | $5,820-43.6% | $4,530-27.5% |
| Admin fee / account holder | $381 | $283+34.5% | $10,600-96.4% | $348+9.6% |