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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC3 years Service code 15 · EIN 82-3226180 | Recordkeeping | $50,722 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,239 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
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 | $116,668 | $64,176+81.8% | $112,263+3.9% | $66,949+74.3% |
| Participation rate | 68.6% | 68.4%+0.2pp | 75.1%-6.5pp | 69.8%-1.2pp |
| Annual return | -17.74% | -13.80%-3.9pp | 27.49%-45.2pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,642 | $3,007-45.4% | $3,636-54.8% | $2,545-35.5% |
| Participant deferral / active EE | $7,588 | $3,694+105.5% | $4,729+60.5% | $4,239+79.0% |
| Admin fee / account holder | $565 | $626-9.7% | $6,410-91.2% | $594-4.8% |