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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 | $88,137+9.7% | $164,975-41.4% | $74,429+29.9% |
| Participation rate | 72.4% | 73.1%-0.7pp | 78.6%-6.2pp | 67.2%+5.2pp |
| Annual return | 14.05% | 17.13%-3.1pp | 70.12%-56.1pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,502 | $2,597-3.7% | $4,343-42.4% | $2,625-4.7% |
| Participant deferral / active EE | $4,485 | $4,501-0.4% | $6,033-25.7% | $4,348+3.1% |
| Admin fee / account holder | $356 | $2,231-84.0% | $12,688-97.2% | $1,944-81.7% |