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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEX FUND ADVISORS, INC. Service code 15 · EIN 46-3096907 | Recordkeeping | $16,272 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,692 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,978 | $49,255+9.6% | $70,494-23.4% | $79,856-32.4% |
| Participation rate | 58.6% | 69.2%-10.6pp | 75.1%-16.5pp | 69.6%-11.1pp |
| Annual return | 2.22% | 30.10%-27.9pp | 109.16%-106.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $922 | $2,100-56.1% | $2,738-66.3% | $2,471-62.7% |
| Participant deferral / active EE | $3,499 | $2,768+26.4% | $3,711-5.7% | $3,741-6.5% |
| Admin fee / account holder | $365 | $2,879-87.3% | $3,848-90.5% | $5,306-93.1% |