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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,325 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $11,384 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,914 | $81,276-60.7% | $155,574-79.5% | $80,925-60.6% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.9pp | 67.7%-0.3pp |
| Annual return | -44.25% | 33.36%-77.6pp | 64.87%-109.1pp | 35.65%-79.9pp |
| Employer contribution / active EE | $2,715 | $3,103-12.5% | $4,676-41.9% | $2,756-1.5% |
| Participant deferral / active EE | $8,405 | $3,453+143.4% | $5,629+49.3% | $4,299+95.5% |
| Admin fee / account holder | $641 | $7,993-92.0% | $15,914-96.0% | $6,940-90.8% |