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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.2+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $21,403 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,350 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,925 | $75,183+72.8% | $123,894+4.9% | $55,167+135.5% |
| Participation rate | 43.5% | 72.8%-29.3pp | 81.4%-37.9pp | 69.0%-25.5pp |
| Annual return | 8.47% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.8pp |
| Employer contribution / active EE | $870 | $2,823-69.2% | $4,617-81.2% | $1,963-55.7% |
| Participant deferral / active EE | $5,786 | $5,084+13.8% | $5,984-3.3% | $3,054+89.5% |
| Admin fee / account holder | $374 | $663-43.5% | $8,357-95.5% | $504-25.7% |