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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Service code 15 · EIN 82-3226180 | Recordkeeping | $54,972 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,410 |
ADP BROKER-DEALER8 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $158,300 | $80,748+96.0% | $102,383+54.6% | $74,429+112.7% |
| Participation rate | 62.2% | 65.7%-3.5pp | 74.5%-12.3pp | 67.2%-5.1pp |
| Annual return | 14.74% | 27.57%-12.8pp | 24.94%-10.2pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,890 | $3,159-40.2% | $3,870-51.2% | $2,625-28.0% |
| Participant deferral / active EE | $8,302 | $3,861+115.0% | $5,060+64.1% | $4,348+90.9% |
| Admin fee / account holder | $669 | $2,371-71.8% | $8,391-92.0% | $1,944-65.6% |