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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $34,197 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,223 |
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.
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 | $104,221 | $88,117+18.3% | $164,928-36.8% | $74,400+40.1% |
| Participation rate | 86.9% | 73.1%+13.8pp | 78.6%+8.3pp | 67.2%+19.7pp |
| Annual return | 11.28% | 17.27%-6.0pp | 70.08%-58.8pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $373 | $2,596-85.6% | $4,343-91.4% | $2,624-85.8% |
| Participant deferral / active EE | $4,867 | $4,501+8.1% | $6,034-19.3% | $4,348+11.9% |
| Admin fee / account holder | $312 | $2,230-86.0% | $12,684-97.5% | $1,944-84.0% |