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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,141 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,097 |
ADP BROKER-DEALER1 year 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,245 | $65,083+26.4% | $143,788-42.8% | $66,930+22.9% |
| Participation rate | 83.0% | 65.2%+17.8pp | 80.3%+2.7pp | 69.8%+13.2pp |
| Annual return | -15.30% | -11.13%-4.2pp | -0.03%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $5,589 | $2,361+136.7% | $4,952+12.9% | $2,545+119.6% |
| Participant deferral / active EE | $5,217 | $2,920+78.7% | $5,638-7.5% | $4,238+23.1% |
| Admin fee / account holder | $363 | $502-27.7% | $14,675-97.5% | $593-38.8% |