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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,278 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,582 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,644 | $71,878+44.2% | $86,698+19.5% | $68,486+51.3% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -16.66% | 3.53%-20.2pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,897 | $2,173+79.3% | $2,837+37.4% | $2,597+50.1% |
| Participant deferral / active EE | $5,055 | $3,779+33.8% | $4,656+8.6% | $4,028+25.5% |
| Admin fee / account holder | $328 | $6,113-94.6% | $7,493-95.6% | $5,404-93.9% |