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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,147 | $87,870+123.2% | $113,168+73.3% | $74,304+164.0% |
| Participation rate | 90.9% | 70.7%+20.2pp | 76.6%+14.3pp | 60.3%+30.6pp |
| Annual return | 11.54% | 26.44%-14.9pp | 24.27%-12.7pp | 29.43%-17.9pp |
| Employer contribution / active EE | $2,897 | $2,277+27.2% | $2,975-2.6% | $2,241+29.2% |
| Participant deferral / active EE | $10,429 | $4,241+145.9% | $5,107+104.2% | $3,767+176.8% |
| Admin fee / account holder | $404 | $3,368-88.0% | $12,068-96.7% | $2,969-86.4% |