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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP4+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $17,359 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,372 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
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.)
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 | $49,117 | $44,873+9.5% | $79,466-38.2% | $56,287-12.7% |
| Participation rate | 38.2% | 68.7%-30.5pp | 73.3%-35.1pp | 69.9%-31.6pp |
| Annual return | -3.02% | 0.81%-3.8pp | 718.28%-721.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,068 | $2,746-61.1% | $3,704-71.2% | $3,350-68.1% |
| Admin fee / account holder | $338 | $418-19.3% | $5,104-93.4% | $521-35.2% |