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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $74,321 |
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.)
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 | $65,341 | $46,173+41.5% | $170,435-61.7% | $69,631-6.2% |
| Participation rate | 57.5% | 63.9%-6.4pp | 83.6%-26.1pp | 70.7%-13.2pp |
| Annual return | 17.85% | 21.62%-3.8pp | 205.94%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $871 | $1,610-45.9% | $5,432-84.0% | $2,032-57.1% |
| Participant deferral / active EE | $2,206 | $2,080+6.0% | $4,939-55.3% | $3,224-31.6% |
| Admin fee / account holder | $435 | $116+274.8% | $13,881-96.9% | $110+293.6% |