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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,801 |
Filed as: SATTY,LEVINE, CIACCO, CPAS P.C. Service code 15 · EIN 11-2370855 | Recordkeeping | $22,550 |
ADP BROKER-DEALER8+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,730 | $81,870+19.4% | $119,622-18.3% | $68,486+42.7% |
| Participation rate | 98.8% | 71.9%+26.9pp | 79.3%+19.5pp | 67.9%+30.9pp |
| Annual return | -19.79% | -23.82%+4.0pp | -14.98%-4.8pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,531 | $2,692-6.0% | $4,232-40.2% | $2,597-2.5% |
| Participant deferral / active EE | $2,625 | $4,148-36.7% | $5,601-53.1% | $4,028-34.8% |
| Admin fee / account holder | $543 | $6,583-91.8% | $10,328-94.7% | $5,404-90.0% |