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| Provider | Service type | Compensation |
|---|---|---|
CADARET GRANT & CO INC3 years Service code 15 · EIN 22-2361254 | Recordkeeping | $33,516 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,301 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,861 | $65,435+20.5% | $86,677-9.0% | $66,914+17.9% |
| Participation rate | 88.6% | 75.5%+13.2pp | 76.6%+12.0pp | 69.8%+18.8pp |
| Annual return | -18.51% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,230 | $2,153+3.6% | $2,836-21.4% | $2,544-12.3% |
| Participant deferral / active EE | $9,220 | $4,100+124.9% | $4,656+98.0% | $4,237+117.6% |
| Admin fee / account holder | $345 | $642-46.2% | $7,493-95.4% | $593-41.8% |