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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,275 |
AMERICAN FUNDS1+ years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $6,087 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $5,815 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,309 | $84,499-67.7% | $125,391-78.2% | $66,949-59.2% |
| Participation rate | 83.5% | 76.4%+7.0pp | 82.4%+1.1pp | 69.8%+13.6pp |
| Annual return | -16.31% | -8.49%-7.8pp | 572.41%-588.7pp | 1.57%-17.9pp |
| Employer contribution / active EE | $44 | $3,554-98.8% | $4,816-99.1% | $2,545-98.3% |
| Participant deferral / active EE | $5,030 | $6,785-25.9% | $7,448-32.5% | $4,239+18.7% |
| Admin fee / account holder | $330 | $685-51.9% | $10,009-96.7% | $594-44.4% |