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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,448 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,940 |
ADP BROKER-DEALER2 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 | $134,340 | $77,677+72.9% | $109,173+23.1% | $79,391+69.2% |
| Participation rate | 91.2% | 67.8%+23.4pp | 75.9%+15.3pp | 70.7%+20.5pp |
| Annual return | 13.95% | 23.44%-9.5pp | 25.75%-11.8pp | 116.88%-102.9pp |
| Employer contribution / active EE | $7,595 | $2,798+171.4% | $3,723+104.0% | $2,428+212.8% |
| Participant deferral / active EE | $6,940 | $3,517+97.3% | $4,654+49.1% | $4,046+71.5% |
| Admin fee / account holder | $322 | $732-56.1% | $6,755-95.2% | $627-48.6% |