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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,156 |
Service code 15 · EIN 59-3007259 | Recordkeeping | $5,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,425 | $50,958-67.8% | $74,552-78.0% | $64,181-74.4% |
| Participation rate | 72.4% | 61.1%+11.4pp | 69.1%+3.3pp | 69.6%+2.8pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,190 | $2,301-4.8% | $3,108-29.5% | $3,470-36.9% |
| Admin fee / account holder | $362 | $4,223-91.4% | $5,060-92.8% | $4,887-92.6% |