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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,725 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,048 |
ADP BROKER-DEALER10+ 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,692 | $88,203+9.6% | $165,100-41.4% | $74,478+29.8% |
| Participation rate | 72.4% | 73.1%-0.7pp | 78.6%-6.2pp | 67.2%+5.2pp |
| Annual return | 14.05% | 17.13%-3.1pp | 70.21%-56.2pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $2,502 | $2,601-3.8% | $4,348-42.5% | $2,626-4.7% |
| Participant deferral / active EE | $4,485 | $4,505-0.5% | $6,035-25.7% | $4,350+3.1% |
| Admin fee / account holder | $356 | $2,235-84.1% | $12,696-97.2% | $1,946-81.7% |