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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,278 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $42,353 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $14,876 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICE, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $6,186 |
ADP BROKER-DEALER2 years Filed as: ADP BROKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER6 years Service code 59 | Shareholder Servicing | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,728 | $82,163-41.9% | $125,381-61.9% | $64,819-26.4% |
| Participation rate | 32.6% | 77.9%-45.2pp | 82.4%-49.7pp | 71.5%-38.8pp |
| Annual return | -17.70% | 3.49%-21.2pp | 572.31%-590.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,484 | $7,175-9.6% | $7,448-12.9% | $4,311+50.4% |
| Admin fee / account holder | $313 | $163+91.8% | $10,007-96.9% | $188+66.7% |