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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,791 |
EIDE BAILLY LLP6+ years Service code 15 · EIN 45-0250958 | Recordkeeping | $11,560 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,100 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,226 | $91,559-34.2% | $133,971-55.0% | $79,852-24.6% |
| Participation rate | 58.0% | 73.3%-15.3pp | 79.8%-21.8pp | 69.6%-11.6pp |
| Annual return | 9.88% | 61.85%-52.0pp | 45.09%-35.2pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,340 | $2,384-43.8% | $3,919-65.8% | $2,471-45.8% |
| Participant deferral / active EE | $2,287 | $3,734-38.7% | $5,047-54.7% | $3,740-38.9% |
| Admin fee / account holder | $445 | $6,321-93.0% | $8,929-95.0% | $5,306-91.6% |