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| Provider | Service type | Compensation |
|---|---|---|
BRONTIDE LLC1 year Service code 15 · EIN 47-2943723 | Recordkeeping | $19,200 |
Filed as: CAMBRIDGE INVEST. RESEARCH ADVISORS Service code 15 · EIN 20-1665305 | Recordkeeping | $9,061 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $8,947 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,233 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,142 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 51.5% | 75.6%-24.1pp | 82.1%-30.6pp | 68.1%-16.6pp |
| Annual return | 2.42% | 27.59%-25.2pp | 66.58%-64.2pp | 41.64%-39.2pp |
| Employer contribution / active EE | $7,518 | $3,444+118.3% | $4,554+65.1% | $2,551+194.7% |
| Participant deferral / active EE | $17,187 | $6,519+163.7% | $7,897+117.6% | $4,139+315.2% |
| Admin fee / account holder | $603 | $8,390-92.8% | $13,129-95.4% | $7,234-91.7% |