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| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS2 years Filed as: BOSTON PRIVATE BANK & TRUST COMPANY Service code 15 · EIN 04-2942314 | Recordkeeping | $16,386 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,671 |
ADP BROKER-DEALER2 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,993 | $81,208-36.0% | $98,920-47.4% | $79,856-34.9% |
| Participation rate | 93.7% | 72.5%+21.2pp | 76.0%+17.6pp | 69.6%+24.0pp |
| Annual return | 13.55% | 60.99%-47.4pp | 196.47%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $453 | $1,960-76.9% | $2,689-83.2% | $2,471-81.7% |
| Participant deferral / active EE | $3,058 | $3,265-6.4% | $4,245-28.0% | $3,741-18.3% |
| Admin fee / account holder | $312 | $6,013-94.8% | $6,643-95.3% | $5,306-94.1% |