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| Provider | Service type | Compensation |
|---|---|---|
SIENA CAPITAL LLC3 years Service code 15 · EIN 20-8980407 | Recordkeeping | $15,909 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,716 | $105,210-35.6% | $159,487-57.5% | $85,851-21.1% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.8%+1.5pp | 69.3%+15.0pp |
| Annual return | 15.89% | 45.08%-29.2pp | 263.71%-247.8pp | 318.63%-302.7pp |
| Employer contribution / active EE | $4,067 | $3,319+22.5% | $4,831-15.8% | $2,565+58.5% |
| Participant deferral / active EE | $8,012 | $5,946+34.7% | $7,354+9.0% | $3,952+102.7% |
| Admin fee / account holder | $327 | $6,934-95.3% | $10,804-97.0% | $6,261-94.8% |