Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,536 |
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $20,353 |
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 | $68,888 | $130,294-47.1% | $170,043-59.5% | $71,511-3.7% |
| Participation rate | 87.0% | 86.2%+0.8pp | 87.0%0pp | 67.9%+19.1pp |
| Annual return | 18.37% | 20.36%-2.0pp | 53.40%-35.0pp | 28.86%-10.5pp |
| Employer contribution / active EE | $2,460 | $4,385-43.9% | $6,790-63.8% | $2,589-5.0% |
| Participant deferral / active EE | $5,492 | $6,928-20.7% | $10,410-47.2% | $4,291+28.0% |
| Admin fee / account holder | $311 | $966-67.8% | $12,824-97.6% | $1,588-80.4% |