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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504963 10 WATERSIDE DRIVE, SUITE 200 · FARMINGTON, CT 06032 | Recordkeeping | $8,727 |
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $2,888 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 65 MADISON AVENUE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $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.)
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 | $68,765 | $49,451+39.1% | $79,580-13.6% | $66,938+2.7% |
| Participation rate | 66.5% | 61.3%+5.1pp | 69.5%-3.0pp | 69.8%-3.3pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.15%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $428 | $1,266-66.2% | $2,413-82.3% | $2,545-83.2% |
| Participant deferral / active EE | $3,470 | $3,159+9.8% | $3,985-12.9% | $4,238-18.1% |
| Admin fee / account holder | $516 | $595-13.2% | $6,835-92.4% | $594-13.0% |