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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP2+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $16,620 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,187 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER2+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,581 | $43,423+9.6% | $78,676-39.5% | $55,167-13.8% |
| Participation rate | 35.4% | 68.0%-32.6pp | 73.6%-38.1pp | 69.0%-33.6pp |
| Annual return | 4.63% | 11.53%-6.9pp | 62.19%-57.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $887 | $2,509-64.7% | $3,517-74.8% | $3,054-71.0% |
| Admin fee / account holder | $337 | $416-19.0% | $4,510-92.5% | $504-33.1% |