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| Provider | Service type | Compensation |
|---|---|---|
FIDUCENT ADVISORS1 year Service code 15 · EIN 36-4001764 PO BOX 74987 · CHICAGO, IL 60675 | Recordkeeping | $36,477 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,762 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | 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 | $170,543 | $76,112+124.1% | $96,534+76.7% | $71,511+138.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 10.06% | 22.81%-12.7pp | 25.88%-15.8pp | 28.86%-18.8pp |
| Employer contribution / active EE | $7,357 | $2,248+227.3% | $2,965+148.1% | $2,589+184.2% |
| Participant deferral / active EE | $13,769 | $4,217+226.5% | $4,851+183.8% | $4,291+220.9% |
| Admin fee / account holder | $303 | $2,708-88.8% | $8,253-96.3% | $1,588-80.9% |