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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP8+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $23,100 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,630 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,737 |
ADP BROKER-DEALER8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,763 | $51,226+8.9% | $82,706-32.6% | $66,930-16.7% |
| Participation rate | 28.6% | 67.9%-39.3pp | 72.6%-44.0pp | 69.8%-41.2pp |
| Annual return | -8.81% | -9.61%+0.8pp | 701.76%-710.6pp | 1.57%-10.4pp |
| Employer contribution / active EE | $0 | $2,612-100.0% | $3,007-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,091 | $3,460-68.5% | $4,394-75.2% | $4,238-74.3% |
| Admin fee / account holder | $572 | $416+37.7% | $5,329-89.3% | $593-3.6% |