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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 | $36,904-48.5% | $158,223-88.0% | $65,191-70.8% |
| Participation rate | 77.4% | 62.1%+15.3pp | 79.2%-1.8pp | 63.0%+14.4pp |
| Annual return | 8.01% | 24.43%-16.4pp | 52.09%-44.1pp | 51.24%-43.2pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,134 | $1,936-41.4% | $5,467-79.3% | $2,671-57.6% |
| Admin fee / account holder | $637 | $793-19.7% | $16,047-96.0% | $907-29.8% |