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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC4 years Service code 15 · EIN 82-3226180 | Recordkeeping | $53,091 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,828 |
ADP BROKER-DEALER7 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 | $134,466 | $76,696+75.3% | $96,515+39.3% | $71,511+88.0% |
| Participation rate | 63.9% | 66.6%-2.6pp | 74.3%-10.4pp | 67.9%-4.0pp |
| Annual return | 18.72% | 48.32%-29.6pp | 35.73%-17.0pp | 28.86%-10.1pp |
| Employer contribution / active EE | $1,639 | $3,032-45.9% | $3,740-56.2% | $2,589-36.7% |
| Participant deferral / active EE | $7,773 | $3,770+106.2% | $4,880+59.3% | $4,291+81.2% |
| Admin fee / account holder | $568 | $2,030-72.0% | $6,735-91.6% | $1,588-64.2% |