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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON WEALTH INC1 year Filed as: JOHNSON WEALTH INC. Service code 15 · EIN 72-1559585 | Recordkeeping | $25,349 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,859 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,351 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $196,147 | $85,515+129.4% | $112,040+75.1% | $67,986+188.5% |
| Participation rate | 90.9% | 68.2%+22.7pp | 76.5%+14.4pp | 57.2%+33.7pp |
| Annual return | 11.54% | 29.68%-18.1pp | 24.52%-13.0pp | 31.67%-20.1pp |
| Employer contribution / active EE | $2,897 | $2,191+32.2% | $2,954-1.9% | $2,019+43.5% |
| Participant deferral / active EE | $10,429 | $4,014+159.8% | $5,098+104.6% | $3,358+210.6% |
| Admin fee / account holder | $404 | $3,774-89.3% | $12,098-96.7% | $3,203-87.4% |