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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $42,863 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $24,000 |
MATHEWS, CRTER, AND BOYCE, P.C.4+ years Service code 15 · EIN 54-1487262 | Recordkeeping | $7,850 |
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,000 |
ADP BROKER-DEALER4+ 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).
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 | $59,848 | $62,543-4.3% | $83,327-28.2% | $55,725+7.4% |
| Participation rate | 60.1% | 78.4%-18.3pp | 77.8%-17.6pp | 70.9%-10.7pp |
| Annual return | -6.11% | 14.85%-21.0pp | 10.64%-16.8pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,193 | $2,427-50.9% | $3,379-64.7% | $2,078-42.6% |
| Participant deferral / active EE | $3,840 | $5,682-32.4% | $5,565-31.0% | $3,356+14.4% |
| Admin fee / account holder | $314 | $103+204.6% | $7,540-95.8% | $115+172.7% |