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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $62,243 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,725 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,773 | $83,369+91.6% | $105,223+51.8% | $67,986+135.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 16.93% | 24.64%-7.7pp | 180.65%-163.7pp | 31.67%-14.7pp |
| Employer contribution / active EE | $6,964 | $2,541+174.1% | $3,689+88.8% | $2,019+245.0% |
| Participant deferral / active EE | $7,716 | $3,295+134.1% | $5,072+52.1% | $3,358+129.8% |
| Admin fee / account holder | $309 | $4,073-92.4% | $8,859-96.5% | $3,203-90.4% |