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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 | $78,529+18.1% | $105,591-12.2% | $74,400+24.6% |
| Participation rate | 93.7% | 72.8%+20.9pp | 75.3%+18.4pp | 67.2%+26.5pp |
| Annual return | 10.43% | 15.94%-5.5pp | 116.43%-106.0pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $1,608 | $2,522-36.3% | $3,166-49.2% | $2,624-38.7% |
| Participant deferral / active EE | $5,047 | $4,321+16.8% | $5,008+0.8% | $4,348+16.1% |
| Admin fee / account holder | $322 | $2,216-85.4% | $11,024-97.1% | $1,944-83.4% |