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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP3+ years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT, L Service code 15 · EIN 62-1752578 | Recordkeeping | $116,913 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $75,960 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,453 | $69,305+29.1% | $82,312+8.7% | $69,631+28.5% |
| Participation rate | 99.2% | 80.3%+18.9pp | 76.9%+22.3pp | 70.7%+28.5pp |
| Annual return | 13.03% | 21.47%-8.4pp | 25.88%-12.8pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $3,607 | $1,887+91.2% | $2,428+48.5% | $2,032+77.5% |
| Participant deferral / active EE | $3,964 | $3,568+11.1% | $3,706+7.0% | $3,224+23.0% |
| Admin fee / account holder | $331 | $97+241.0% | $5,608-94.1% | $110+200.1% |