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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP5+ years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT, L Service code 15 · EIN 62-1752578 | Recordkeeping | $128,551 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $82,994 |
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 | $87,434 | $73,404+19.1% | $87,103+0.4% | $67,582+29.4% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 17.32% | 48.29%-31.0pp | 28.19%-10.9pp | 378.57%-361.3pp |
| Employer contribution / active EE | $4,019 | $2,014+99.5% | $2,521+59.4% | $2,148+87.1% |
| Participant deferral / active EE | $4,472 | $3,913+14.3% | $4,049+10.5% | $3,539+26.3% |
| Admin fee / account holder | $323 | $142+128.4% | $7,491-95.7% | $142+127.3% |