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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,704 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,080 |
ADP BROKER-DEALER5+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,733 | $65,378+18.9% | $87,103-10.8% | $65,186+19.2% |
| Participation rate | 94.6% | 75.3%+19.2pp | 76.9%+17.7pp | 70.2%+24.4pp |
| Annual return | 16.89% | 31.28%-14.4pp | 28.19%-11.3pp | 29.39%-12.5pp |
| Employer contribution / active EE | $1,480 | $1,823-18.8% | $2,521-41.3% | $2,177-32.0% |
| Participant deferral / active EE | $3,365 | $3,389-0.7% | $4,049-16.9% | $3,514-4.2% |
| Admin fee / account holder | $321 | $520-38.2% | $7,491-95.7% | $847-62.1% |