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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,525 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,088 | $101,591-35.9% | $147,096-55.8% | $74,429-12.6% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 17.11% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,303 | $7,302-13.7% | $8,071-21.9% | $4,348+45.0% |
| Admin fee / account holder | $739 | $1,750-57.8% | $13,005-94.3% | $1,944-62.0% |