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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $49,339 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,930 |
CVHT PLC1 year Service code 15 · EIN 81-0584482 | Recordkeeping | $8,950 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW & CO., P.C. Service code 15 · EIN 38-2492570 | Recordkeeping | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,149 | $55,470-7.8% | $155,556-67.1% | $74,478-31.3% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 22.70% | 269.80%-247.1pp | 64.84%-42.1pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $949 | $2,267-58.1% | $4,675-79.7% | $2,626-63.9% |
| Participant deferral / active EE | $6,978 | $2,838+145.9% | $5,631+23.9% | $4,350+60.4% |
| Admin fee / account holder | $418 | $1,744-76.0% | $15,885-97.4% | $1,946-78.5% |