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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,144 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $28,848 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,432 | $88,137+3.7% | $164,975-44.6% | $74,429+22.8% |
| Participation rate | 89.0% | 73.1%+15.8pp | 78.6%+10.3pp | 67.2%+21.7pp |
| Annual return | 11.07% | 17.13%-6.1pp | 70.12%-59.1pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $391 | $2,597-84.9% | $4,343-91.0% | $2,625-85.1% |
| Participant deferral / active EE | $7,118 | $4,501+58.2% | $6,033+18.0% | $4,348+63.7% |
| Admin fee / account holder | $349 | $2,231-84.4% | $12,688-97.3% | $1,944-82.1% |