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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT10+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $17,000 |
Filed as: FL PUTNAM Service code 15 · EIN 01-0403396 | Recordkeeping | $17,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,124 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $499,261 | $101,499+391.9% | $147,005+239.6% | $74,546+569.7% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 15.34% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $7,265 | $3,811+90.6% | $4,934+47.2% | $2,624+176.8% |
| Participant deferral / active EE | $8,507 | $7,304+16.5% | $8,070+5.4% | $4,347+95.7% |
| Admin fee / account holder | $406 | $1,748-76.8% | $13,006-96.9% | $1,944-79.1% |