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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,070 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 15 · EIN 36-4001764 | Recordkeeping | $17,068 |
ADP BROKER-DEALER3 years Service code 59 | Shareholder Servicing | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,474 | $85,515+115.7% | $112,040+64.6% | $67,986+171.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 12.04% | 29.68%-17.6pp | 24.52%-12.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $7,334 | $2,191+234.7% | $2,954+148.3% | $2,019+263.3% |
| Participant deferral / active EE | $12,378 | $4,014+208.4% | $5,098+142.8% | $3,358+268.6% |
| Admin fee / account holder | $324 | $3,774-91.4% | $12,098-97.3% | $3,203-89.9% |