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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $44,702 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,915 |
WALTERS & SKLYAR LLP3 years Filed as: WALTERS FINANCIAL SERVICES Service code 15 · EIN 59-3618759 | Recordkeeping | $8,400 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,762 | $101,591+49.4% | $147,096+3.2% | $74,429+103.9% |
| Participation rate | 62.8% | 75.5%-12.7pp | 82.2%-19.4pp | 67.2%-4.4pp |
| Annual return | 15.08% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,264 | $7,302+13.2% | $8,071+2.4% | $4,348+90.0% |
| Admin fee / account holder | $402 | $1,750-77.0% | $13,005-96.9% | $1,944-79.3% |