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| Provider | Service type | Compensation |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC3+ years Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 15 · EIN 46-5576228 | Recordkeeping | $24,172 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,490 | $79,189-19.8% | $102,457-38.0% | $74,400-14.7% |
| Participation rate | 47.6% | 74.8%-27.2pp | 76.5%-28.9pp | 67.2%-19.6pp |
| Annual return | 15.26% | 54.98%-39.7pp | 29.41%-14.1pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $620 | $2,362-73.8% | $3,022-79.5% | $2,624-76.4% |
| Participant deferral / active EE | $2,345 | $4,415-46.9% | $5,054-53.6% | $4,348-46.1% |
| Admin fee / account holder | $359 | $2,002-82.1% | $9,451-96.2% | $1,944-81.5% |