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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,023 |
BKD, LLP3 years Service code 15 · EIN 44-0160260 | Recordkeeping | $17,004 |
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 | $55,027 | $54,590+0.8% | $81,726-32.7% | $73,497-25.1% |
| Participation rate | 59.4% | 68.3%-9.0pp | 72.0%-12.7pp | 70.7%-11.3pp |
| Annual return | 17.47% | 17.74%-0.3pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,737 | $1,636+67.3% | $4,311-36.5% | $2,270+20.6% |
| Participant deferral / active EE | $2,276 | $2,759-17.5% | $7,108-68.0% | $3,740-39.1% |
| Admin fee / account holder | $334 | $592-43.7% | $5,160-93.5% | $513-35.0% |