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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,667 |
HORAN SECURITIES INC2 years Filed as: HORAN SECURITIES, INC. Service code 15 · EIN 31-1448612 | Recordkeeping | $12,325 |
Service code 15 · EIN 47-3611187 | Recordkeeping | $9,719 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $29,447 | $65,453-55.0% | $86,698-66.0% | $66,938-56.0% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -18.07% | -10.89%-7.2pp | 35.95%-54.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $735 | $2,154-65.9% | $2,837-74.1% | $2,545-71.1% |
| Participant deferral / active EE | $3,264 | $4,102-20.4% | $4,656-29.9% | $4,238-23.0% |
| Admin fee / account holder | $311 | $642-51.6% | $7,493-95.9% | $594-47.7% |