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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $41,820 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,809 |
ADP BROKER-DEALER1+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,851 | $101,672-43.1% | $147,117-60.7% | $74,478-22.3% |
| Participation rate | 70.7% | 75.5%-4.9pp | 82.2%-11.5pp | 67.2%+3.4pp |
| Annual return | 12.50% | 8757.83%-8745.3pp | 420.54%-408.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,486 | $3,813-34.8% | $4,932-49.6% | $2,626-5.3% |
| Participant deferral / active EE | $4,790 | $7,305-34.4% | $8,065-40.6% | $4,350+10.1% |
| Admin fee / account holder | $398 | $1,753-77.3% | $12,993-96.9% | $1,946-79.6% |