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| Provider | Service type | Compensation |
|---|---|---|
HPM PARTNERS2 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $44,513 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,079 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $79,073 | $65,092+21.5% | $143,799-45.0% | $66,938+18.1% |
| Participation rate | 72.8% | 65.2%+7.6pp | 80.3%-7.5pp | 69.8%+3.0pp |
| Annual return | -16.49% | -11.14%-5.4pp | -0.04%-16.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,210 | $2,362-48.8% | $4,952-75.6% | $2,545-52.5% |
| Participant deferral / active EE | $4,277 | $2,920+46.5% | $5,638-24.1% | $4,238+0.9% |
| Admin fee / account holder | $338 | $502-32.7% | $14,677-97.7% | $594-43.0% |