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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 | $101,499-43.0% | $147,005-60.6% | $74,546-22.4% |
| Participation rate | 70.7% | 75.5%-4.9pp | 82.2%-11.5pp | 67.2%+3.5pp |
| Annual return | 12.50% | 8732.34%-8719.8pp | 418.76%-406.3pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,486 | $3,811-34.8% | $4,934-49.6% | $2,624-5.3% |
| Participant deferral / active EE | $4,790 | $7,304-34.4% | $8,070-40.6% | $4,347+10.2% |
| Admin fee / account holder | $398 | $1,748-77.2% | $13,006-96.9% | $1,944-79.5% |