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| Provider | Service type | Compensation |
|---|---|---|
R.W. ROGE & COMPANY, INC.5 years Service code 15 · EIN 11-2814579 | Recordkeeping | $27,895 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,289 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,466 | $82,664-29.3% | $125,339-53.4% | $68,494-14.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -20.10% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,946 | $6,110-2.7% | $7,446-20.1% | $4,027+47.7% |
| Admin fee / account holder | $313 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |