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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-3429599 | Recordkeeping | $11,121 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $645 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $17,512,845 | $89,652+19434.3% | $141,197+12303.1% | $65,186+26765.8% |
| Participation rate | 0.7% | 74.7%-74.0pp | 82.5%-81.8pp | 70.2%-69.5pp |
| Annual return | 22.09% | 32.79%-10.7pp | 71.41%-49.3pp | 29.39%-7.3pp |
| Employer contribution / active EE | $6,139 | $3,065+100.3% | $4,736+29.6% | $2,177+182.0% |
| Participant deferral / active EE | $5,364 | $5,691-5.7% | $6,710-20.1% | $3,514+52.7% |
| Admin fee / account holder | $11,766 | $569+1969.6% | $10,265+14.6% | $847+1288.7% |