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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $31,578 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,961 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,030 | $101,539-38.9% | $147,041-57.8% | $74,400-16.6% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.0pp |
| Annual return | 14.25% | 8740.84%-8726.6pp | 419.21%-405.0pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $546 | $3,811-85.7% | $4,935-88.9% | $2,624-79.2% |
| Participant deferral / active EE | $7,382 | $7,304+1.1% | $8,071-8.5% | $4,348+69.8% |
| Admin fee / account holder | $337 | $1,749-80.7% | $13,006-97.4% | $1,944-82.7% |