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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,143 |
PIERCE FIRM, PLLC3 years Service code 15 · EIN 47-4595624 | Recordkeeping | $16,750 |
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 | $58,425 | $63,904-8.6% | $89,340-34.6% | $67,986-14.1% |
| Participation rate | 67.3% | 54.3%+13.0pp | 69.6%-2.2pp | 57.2%+10.1pp |
| Annual return | 17.13% | 18.09%-1.0pp | 20.57%-3.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $3,528 | $1,627+116.8% | $2,231+58.1% | $2,019+74.8% |
| Participant deferral / active EE | $3,034 | $2,691+12.7% | $3,823-20.6% | $3,358-9.7% |
| Admin fee / account holder | $311 | $3,315-90.6% | $6,704-95.4% | $3,203-90.3% |