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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,294 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,323 | $81,208+55.6% | $98,916+27.7% | $79,858+58.2% |
| Participation rate | 74.1% | 72.5%+1.6pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 15.32% | 60.99%-45.7pp | 196.45%-181.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,107 | $1,960-43.5% | $2,689-58.9% | $2,471-55.2% |
| Participant deferral / active EE | $4,421 | $3,265+35.4% | $4,245+4.2% | $3,740+18.2% |
| Admin fee / account holder | $818 | $6,013-86.4% | $6,642-87.7% | $5,306-84.6% |