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| Provider | Service type | Compensation |
|---|---|---|
JSC ADVISORS5 years Filed as: JSC ADVISORS, LLC Service code 15 · EIN 26-3162577 | Recordkeeping | $56,297 |
Filed as: ALLOY, SILVERSTEIN, SHAPIRO Service code 15 · EIN 22-1942902 | Recordkeeping | $9,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,490 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,860 | $136,307-70.8% | $177,840-77.6% | $73,493-45.8% |
| Participation rate | 81.6% | 86.1%-4.5pp | 87.7%-6.1pp | 70.7%+11.0pp |
| Annual return | 13.11% | 18.68%-5.6pp | 48.32%-35.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $821 | $3,712-77.9% | $5,919-86.1% | $2,270-63.8% |
| Participant deferral / active EE | $3,427 | $5,829-41.2% | $7,714-55.6% | $3,740-8.4% |
| Admin fee / account holder | $307 | $596-48.5% | $12,431-97.5% | $513-40.2% |