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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 | $101,591+391.4% | $147,096+239.4% | $74,429+570.8% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.2%+10.1pp | 67.2%+25.0pp |
| Annual return | 15.34% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $7,265 | $3,813+90.5% | $4,936+47.2% | $2,625+176.8% |
| Participant deferral / active EE | $8,507 | $7,302+16.5% | $8,071+5.4% | $4,348+95.6% |
| Admin fee / account holder | $406 | $1,750-76.8% | $13,005-96.9% | $1,944-79.1% |