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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4456694 | Recordkeeping | $30,719 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,338 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,869 | $84,685+56.9% | $142,942-7.0% | $67,986+95.4% |
| Participation rate | 57.1% | 61.4%-4.3pp | 76.8%-19.7pp | 57.2%-0.1pp |
| Annual return | 13.58% | 35.89%-22.3pp | 113.70%-100.1pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,164 | $2,263-48.6% | $4,139-71.9% | $2,019-42.4% |
| Participant deferral / active EE | $4,512 | $3,832+17.7% | $7,128-36.7% | $3,358+34.4% |
| Admin fee / account holder | $558 | $3,229-82.7% | $12,475-95.5% | $3,203-82.6% |