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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,844 |
STRATEGIC PLAN SERVICES2 years Service code 15 · EIN 81-4734347 | Recordkeeping | $10,069 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,010 | $36,002-47.2% | $161,489-88.2% | $64,728-70.6% |
| Participation rate | 77.4% | 57.4%+20.0pp | 78.7%-1.3pp | 57.9%+19.5pp |
| Annual return | 8.01% | 33.93%-25.9pp | 89.72%-81.7pp | 49.38%-41.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,134 | $1,815-37.5% | $5,630-79.9% | $2,729-58.5% |
| Admin fee / account holder | $637 | $931-31.6% | $16,006-96.0% | $1,145-44.4% |