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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,067 |
GREENSPRING ADVISORS, LLC7 years Service code 15 · EIN 82-5320133 | Recordkeeping | $35,068 |
SMITH & HOWARD, PC6 years Service code 15 · EIN 58-1250486 | Recordkeeping | $15,500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,733 | $78,607+18.0% | $105,624-12.2% | $74,478+24.5% |
| Participation rate | 93.7% | 72.8%+20.9pp | 75.3%+18.5pp | 67.2%+26.5pp |
| Annual return | 10.43% | 15.96%-5.5pp | 116.20%-105.8pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,608 | $2,523-36.3% | $3,168-49.3% | $2,626-38.8% |
| Participant deferral / active EE | $5,047 | $4,325+16.7% | $5,013+0.7% | $4,350+16.0% |
| Admin fee / account holder | $322 | $2,220-85.5% | $10,961-97.1% | $1,946-83.4% |