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| Provider | Service type | Compensation |
|---|---|---|
TRI-STAR TRUST BANK6 years Service code 15 · EIN 38-3563619 | Recordkeeping | $26,905 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $6,894 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,265 | $47,105+42.8% | $68,368-1.6% | $67,986-1.1% |
| Participation rate | 38.7% | 51.8%-13.1pp | 73.8%-35.0pp | 57.2%-18.5pp |
| Annual return | 16.09% | 48.37%-32.3pp | 292.57%-276.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,047 | $1,859-43.7% | $2,649-60.5% | $2,019-48.1% |
| Participant deferral / active EE | $1,836 | $2,374-22.7% | $4,123-55.5% | $3,358-45.3% |
| Admin fee / account holder | $304 | $2,435-87.5% | $5,150-94.1% | $3,203-90.5% |