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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,227 |
PIERCE FIRM, PLLC2 years Service code 15 · EIN 47-4595624 | Recordkeeping | $15,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,738 | $62,177-13.6% | $81,370-34.0% | $74,478-27.8% |
| Participation rate | 57.1% | 64.1%-6.9pp | 69.5%-12.4pp | 67.2%-10.1pp |
| Annual return | 14.08% | 16.62%-2.5pp | 24.85%-10.8pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,251 | $1,881+72.8% | $2,464+31.9% | $2,626+23.8% |
| Participant deferral / active EE | $2,842 | $3,219-11.7% | $3,885-26.8% | $4,350-34.7% |
| Admin fee / account holder | $322 | $1,927-83.3% | $5,749-94.4% | $1,946-83.4% |