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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,495 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $11,989 |
JAMES A. REICHERT6 years Service code 15 · EIN 84-0858799 | Recordkeeping | $8,065 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,964 | $122,051-23.8% | $184,185-49.5% | $74,400+25.0% |
| Participation rate | 87.6% | 85.5%+2.1pp | 86.8%+0.8pp | 67.2%+20.4pp |
| Annual return | 11.75% | 19.91%-8.2pp | 28.81%-17.1pp | 1367.51%-1355.8pp |
| Employer contribution / active EE | $1,405 | $4,539-69.0% | $6,426-78.1% | $2,624-46.5% |
| Participant deferral / active EE | $4,411 | $7,146-38.3% | $9,132-51.7% | $4,348+1.5% |
| Admin fee / account holder | $340 | $1,258-73.0% | $13,909-97.6% | $1,944-82.5% |