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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,074 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,618 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $99,145 | $81,870+21.1% | $119,634-17.1% | $68,490+44.8% |
| Participation rate | 54.1% | 71.9%-17.8pp | 79.3%-25.2pp | 67.9%-13.8pp |
| Annual return | 1.99% | -23.82%+25.8pp | -14.98%+17.0pp | -7.85%+9.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,326 | $4,148+76.6% | $5,601+30.8% | $4,028+81.9% |
| Admin fee / account holder | $430 | $6,583-93.5% | $10,329-95.8% | $5,403-92.0% |