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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,231 |
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 | $106,994 | $55,453+92.9% | $170,435-37.2% | $62,293+71.8% |
| Participation rate | 77.3% | 66.4%+11.0pp | 83.6%-6.3pp | 69.5%+7.8pp |
| Annual return | 13.51% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $2,276 | $2,164+5.2% | $5,432-58.1% | $2,042+11.5% |
| Participant deferral / active EE | $3,178 | $2,303+38.0% | $4,939-35.7% | $3,169+0.3% |
| Admin fee / account holder | $428 | $455-5.9% | $13,881-96.9% | $479-10.7% |