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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,053 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,666 |
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.)
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 | $100,624 | $55,472+81.4% | $155,567-35.3% | $74,546+35.0% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 13.35% | 268.72%-255.4pp | 64.74%-51.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $5,157 | $2,269+127.3% | $4,674+10.3% | $2,624+96.5% |
| Participant deferral / active EE | $6,892 | $2,838+142.9% | $5,628+22.5% | $4,347+58.5% |
| Admin fee / account holder | $376 | $1,743-78.4% | $15,916-97.6% | $1,944-80.6% |