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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,754 |
BKD, LLP5 years Service code 15 · EIN 44-0160260 | Recordkeeping | $17,745 |
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 | $34,563 | $50,199-31.1% | $69,890-50.5% | $66,949-48.4% |
| Participation rate | 60.6% | 66.3%-5.7pp | 70.5%-9.9pp | 69.8%-9.2pp |
| Annual return | -18.01% | -13.85%-4.2pp | 190.84%-208.9pp | 1.57%-19.6pp |
| Employer contribution / active EE | $3,265 | $1,864+75.2% | $2,560+27.5% | $2,545+28.3% |
| Participant deferral / active EE | $2,690 | $3,112-13.6% | $3,848-30.1% | $4,239-36.5% |
| Admin fee / account holder | $340 | $600-43.3% | $6,267-94.6% | $594-42.7% |