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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,828 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $14,701 |
HOWELL STRACZEK LLC2 years Filed as: HOWELL STRACZEK CPA Service code 15 · EIN 85-2477767 | Recordkeeping | $13,500 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,160 | $76,522-54.1% | $56,033-37.3% | $145,884-75.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 10.67% | 3014.28%-3003.6pp | 1711.38%-1700.7pp | 551.85%-541.2pp |
| Employer contribution / active EE | $751 | $1,382-45.7% | $1,041-27.9% | $4,662-83.9% |
| Participant deferral / active EE | $5,682 | $2,624+116.6% | $1,954+190.8% | $6,690-15.1% |
| Admin fee / account holder | $461 | $3,328-86.1% | $2,827-83.7% | $13,392-96.6% |