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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,735 |
Filed as: CLARK, SCHAEFER HACKETT & COMPANY Service code 15 · EIN 31-0800053 | Recordkeeping | $17,500 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $14,153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,704 | $30,423-55.0% | $56,025-75.5% | $74,478-81.6% |
| Participation rate | 89.1% | 32.9%+56.2pp | 52.5%+36.6pp | 67.2%+21.9pp |
| Annual return | 10.71% | 24.97%-14.3pp | 1712.69%-1702.0pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $831 | $610+36.2% | $1,042-20.2% | $2,626-68.4% |
| Participant deferral / active EE | $1,389 | $1,176+18.1% | $1,955-28.9% | $4,350-68.1% |
| Admin fee / account holder | $442 | $2,363-81.3% | $2,828-84.4% | $1,946-77.3% |