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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,000 |
MAHER DUESSEL1+ years Service code 15 · EIN 25-1622758 | Recordkeeping | $11,808 |
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.
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 | $21,547 | $35,986-40.1% | $77,552-72.2% | $73,497-70.7% |
| Participation rate | 26.0% | 40.8%-14.8pp | 54.2%-28.2pp | 70.7%-44.7pp |
| Annual return | 3.55% | 19.26%-15.7pp | 54.82%-51.3pp | 28.51%-25.0pp |
| Employer contribution / active EE | $235 | $557-57.8% | $987-76.1% | $2,270-89.6% |
| Participant deferral / active EE | $913 | $1,198-23.8% | $1,861-50.9% | $3,740-75.6% |
| Admin fee / account holder | $518 | $466+11.1% | $2,859-81.9% | $513+0.9% |