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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $43,403 |
HIRTLE, CALLAGHAN & COMPANY2 years Filed as: HIRTLE, CALLAGHAN & COMPANY LLC Service code 15 · EIN 26-2821689 | Recordkeeping | $26,787 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,318 | $69,305-43.3% | $82,312-52.2% | $69,631-43.5% |
| Participation rate | 61.4% | 80.3%-18.8pp | 76.9%-15.5pp | 70.7%-9.3pp |
| Annual return | 14.82% | 21.47%-6.6pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,303 | $3,568-63.5% | $3,706-64.8% | $3,224-59.6% |
| Admin fee / account holder | $313 | $97+221.9% | $5,608-94.4% | $110+183.3% |