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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 52-1743645 | Recordkeeping | $16,000 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $15,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,116 | $95,188-48.4% | $76,518-35.8% | $135,379-63.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -3.95% | 4.85%-8.8pp | -0.27%-3.7pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,664 | $3,303-49.6% | $2,647-37.1% | $4,779-65.2% |
| Participant deferral / active EE | $3,549 | $4,640-23.5% | $3,836-7.5% | $5,609-36.7% |
| Admin fee / account holder | $372 | $6,249-94.0% | $4,849-92.3% | $10,828-96.6% |