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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $65,695 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,784 |
ADP BROKER-DEALER4 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 | $65,564 | $84,936-22.8% | $111,308-41.1% | $79,391-17.4% |
| Participation rate | 97.7% | 75.9%+21.9pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 9.77% | 17.45%-7.7pp | 54.67%-44.9pp | 116.88%-107.1pp |
| Employer contribution / active EE | $2,581 | $1,979+30.4% | $2,732-5.5% | $2,428+6.3% |
| Participant deferral / active EE | $3,103 | $3,888-20.2% | $4,487-30.8% | $4,046-23.3% |
| Admin fee / account holder | $331 | $537-38.3% | $7,965-95.8% | $627-47.1% |