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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $61,947 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,000 |
ADP BROKER-DEALER7 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 | $63,284 | $79,223-20.1% | $102,460-38.2% | $74,478-15.0% |
| Participation rate | 95.8% | 74.8%+21.0pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 6.99% | 54.98%-48.0pp | 29.47%-22.5pp | 1370.56%-1363.6pp |
| Employer contribution / active EE | $2,358 | $2,363-0.2% | $3,025-22.0% | $2,626-10.2% |
| Participant deferral / active EE | $3,834 | $4,417-13.2% | $5,056-24.2% | $4,350-11.9% |
| Admin fee / account holder | $333 | $2,003-83.4% | $9,460-96.5% | $1,946-82.9% |