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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $49,247 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,350 |
ADP BROKER-DEALER3 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 | $112,762 | $64,176+75.7% | $112,263+0.4% | $66,949+68.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.07% | -13.80%-3.3pp | 27.49%-44.6pp | 1.57%-18.6pp |
| Employer contribution / active EE | $7,867 | $3,007+161.7% | $3,636+116.4% | $2,545+209.1% |
| Participant deferral / active EE | $7,849 | $3,694+112.5% | $4,729+66.0% | $4,239+85.2% |
| Admin fee / account holder | $322 | $626-48.5% | $6,410-95.0% | $594-45.7% |