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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $48,965 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,689 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $165,502 | $79,223+108.9% | $102,460+61.5% | $74,478+122.2% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 13.90% | 54.98%-41.1pp | 29.47%-15.6pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,665 | $2,363+12.8% | $3,025-11.9% | $2,626+1.5% |
| Participant deferral / active EE | $8,817 | $4,417+99.6% | $5,056+74.4% | $4,350+102.7% |
| Admin fee / account holder | $392 | $2,003-80.5% | $9,460-95.9% | $1,946-79.9% |