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| Provider | Service type | Compensation |
|---|---|---|
ARBOR CAPITAL MANAGEMENT9+ years Service code 15 · EIN 16-1468977 | Recordkeeping | $34,000 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,250 |
ADP BROKER-DEALER9+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $472,500 | $91,439+416.7% | $135,974+247.5% | $71,511+560.7% |
| Participation rate | 85.5% | 75.7%+9.8pp | 81.9%+3.6pp | 67.9%+17.6pp |
| Annual return | 17.38% | 29.90%-12.5pp | 68.30%-50.9pp | 28.86%-11.5pp |
| Employer contribution / active EE | $7,492 | $3,705+102.2% | $4,859+54.2% | $2,589+189.4% |
| Participant deferral / active EE | $8,017 | $7,093+13.0% | $7,760+3.3% | $4,291+86.8% |
| Admin fee / account holder | $322 | $1,267-74.6% | $10,767-97.0% | $1,588-79.8% |