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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,833 |
BKD, LLP2 years Service code 15 · EIN 44-0160260 | Recordkeeping | $16,830 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,100 | $50,666+16.6% | $76,667-22.9% | $65,186-9.3% |
| Participation rate | 60.7% | 68.8%-8.1pp | 72.1%-11.4pp | 70.2%-9.5pp |
| Annual return | 23.43% | 28.51%-5.1pp | 1166.74%-1143.3pp | 29.39%-6.0pp |
| Employer contribution / active EE | $2,644 | $1,575+67.9% | $2,303+14.8% | $2,177+21.5% |
| Participant deferral / active EE | $2,247 | $2,647-15.1% | $3,336-32.6% | $3,514-36.1% |
| Admin fee / account holder | $331 | $463-28.5% | $6,423-94.8% | $847-60.9% |