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| Provider | Service type | Compensation |
|---|---|---|
ARISTA WEALTH MANAGEMENT2+ years Filed as: ARISTA WEALTH MANAGEMENT, LLC Service code 15 · EIN 20-5148461 | Recordkeeping | $19,369 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,860 |
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 | $23,449 | $84,233-72.2% | $170,436-86.2% | $70,131-66.6% |
| Participation rate | 47.3% | 70.8%-23.6pp | 83.6%-36.3pp | 69.5%-22.3pp |
| Annual return | 11.38% | 23.06%-11.7pp | 205.94%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,734 | $3,387-48.8% | $5,433-68.1% | $2,342-26.0% |
| Participant deferral / active EE | $3,179 | $3,086+3.0% | $4,939-35.6% | $3,332-4.6% |
| Admin fee / account holder | $354 | $5,698-93.8% | $13,880-97.4% | $4,645-92.4% |