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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,707 |
MAH & ASSOCIATES, LLP6+ years Filed as: MAH & ASSOCIATES LLP Service code 15 · EIN 94-3342694 | Recordkeeping | $8,769 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,630 |
ADP BROKER-DEALER6+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,595 | $60,128+14.1% | $90,440-24.2% | $79,852-14.1% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 13.06% | 71.95%-58.9pp | 1294.38%-1281.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,079 | $2,939+4.8% | $3,964-22.3% | $3,740-17.7% |
| Admin fee / account holder | $323 | $3,977-91.9% | $5,615-94.2% | $5,306-93.9% |