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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $46,119 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,003 |
GRANT THORNTON LLP3 years Service code 15 · EIN 36-6055558 | Recordkeeping | $14,000 |
ADP BROKER-DEALER4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,911 | $70,917-18.3% | $98,920-41.5% | $73,493-21.2% |
| Participation rate | 94.4% | 73.8%+20.6pp | 76.0%+18.4pp | 70.7%+23.7pp |
| Annual return | 11.07% | 34.18%-23.1pp | 196.47%-185.4pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,469 | $2,037-27.9% | $2,689-45.4% | $2,270-35.3% |
| Participant deferral / active EE | $4,487 | $3,501+28.2% | $4,245+5.7% | $3,740+20.0% |
| Admin fee / account holder | $423 | $535-20.9% | $6,643-93.6% | $513-17.6% |