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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,349 |
JARRED BUNCH CONSULTING4 years Service code 15 · EIN 81-1661697 | Recordkeeping | $57,924 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,855 | $55,402-26.3% | $76,089-46.3% | $77,714-47.4% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.1%+26.2pp | 70.6%+24.7pp |
| Annual return | 15.84% | 17.09%-1.3pp | 360.94%-345.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $2,010 | $1,789+12.3% | $2,690-25.3% | $2,727-26.3% |
| Participant deferral / active EE | $5,287 | $3,450+53.2% | $4,259+24.1% | $4,649+13.7% |
| Admin fee / account holder | $488 | $410+18.9% | $6,418-92.4% | $433+12.5% |