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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 | $62,146-13.5% | $81,438-34.0% | $74,546-27.9% |
| Participation rate | 57.1% | 64.1%-6.9pp | 69.5%-12.4pp | 67.2%-10.1pp |
| Annual return | 14.08% | 16.49%-2.4pp | 24.74%-10.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $3,251 | $1,883+72.6% | $2,460+32.1% | $2,624+23.9% |
| Participant deferral / active EE | $2,842 | $3,229-12.0% | $3,883-26.8% | $4,347-34.6% |
| Admin fee / account holder | $322 | $1,922-83.2% | $5,764-94.4% | $1,944-83.4% |