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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 15 · EIN 30-0840934 | Recordkeeping | $13,500 |
ADP BROKER-DEALER8 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $45,754 | $160,028-71.4% | $147,080-68.9% | $145,884-68.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.58% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,082 | $8,422-75.3% | $8,066-74.2% | $6,690-68.9% |
| Admin fee / account holder | $397 | $15,030-97.4% | $12,989-96.9% | $13,392-97.0% |