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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.4+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $27,940 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,410 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $135,942 | $77,816+74.7% | $123,552+10.0% | $64,173+111.8% |
| Participation rate | 55.8% | 74.7%-18.9pp | 82.3%-26.5pp | 69.6%-13.8pp |
| Annual return | -6.64% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,205 | $3,014-60.0% | $4,628-74.0% | $2,381-49.4% |
| Participant deferral / active EE | $7,870 | $5,240+50.2% | $6,426+22.5% | $3,470+126.8% |
| Admin fee / account holder | $303 | $5,519-94.5% | $9,285-96.7% | $4,887-93.8% |