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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,291 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $21,518 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,302 | $86,940-67.4% | $102,434-72.4% | $80,935-65.0% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.7%+26.5pp |
| Annual return | 13.06% | 18.89%-5.8pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $21,757 | $4,121+427.9% | $5,055+330.4% | $4,299+406.0% |
| Admin fee / account holder | $375 | $8,047-95.3% | $9,462-96.0% | $6,924-94.6% |