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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,376 |
STOWE & DEGON, LLC3 years Filed as: STOWE & DEGON LLC Service code 15 · EIN 04-3379904 | Recordkeeping | $26,200 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $6,929 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,270 | $64,138-82.4% | $112,258-90.0% | $66,930-83.2% |
| Participation rate | 94.1% | 68.5%+25.6pp | 75.1%+19.0pp | 69.8%+24.3pp |
| Annual return | -9.12% | -13.81%+4.7pp | 27.47%-36.6pp | 1.57%-10.7pp |
| Employer contribution / active EE | $290 | $3,006-90.3% | $3,636-92.0% | $2,545-88.6% |
| Participant deferral / active EE | $2,418 | $3,694-34.5% | $4,728-48.9% | $4,238-42.9% |
| Admin fee / account holder | $419 | $625-33.0% | $6,411-93.5% | $593-29.4% |