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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 | $79,181+109.0% | $102,423+61.6% | $74,429+122.4% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 13.90% | 54.97%-41.1pp | 29.42%-15.5pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,665 | $2,362+12.9% | $3,023-11.8% | $2,625+1.5% |
| Participant deferral / active EE | $8,817 | $4,416+99.7% | $5,054+74.4% | $4,348+102.8% |
| Admin fee / account holder | $392 | $2,002-80.4% | $9,455-95.9% | $1,944-79.9% |