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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $57,332 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,032 |
ADP BROKER-DEALER6 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 | $58,384 | $76,112-23.3% | $96,544-39.5% | $71,529-18.4% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.5pp | 67.9%+30.6pp |
| Annual return | 12.49% | 22.80%-10.3pp | 25.88%-13.4pp | 28.97%-16.5pp |
| Employer contribution / active EE | $2,300 | $2,248+2.3% | $2,966-22.5% | $2,590-11.2% |
| Participant deferral / active EE | $3,254 | $4,217-22.8% | $4,851-32.9% | $4,291-24.2% |
| Admin fee / account holder | $312 | $2,708-88.5% | $8,254-96.2% | $1,588-80.3% |