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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 PO BOX 842875 · BOSTON, MA 022842875 | Recordkeeping | $29,611 |
YEO & YEO PC1 year Filed as: YEO & YEO P.C. Service code 15 · EIN 46-4226238 5300 BAY ROAD SUITE 100 · SAGINAW, MI 48604 | Recordkeeping | $14,000 |
FARMER & BETTS2 years Service code 15 · EIN 94-3322438 6010 20TH ST E SUITE 1 · FIFE, WA 98424 | Recordkeeping | $8,410 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,789 | $80,748-37.1% | $102,383-50.4% | $74,429-31.8% |
| Participation rate | 60.5% | 65.7%-5.2pp | 74.5%-14.1pp | 67.2%-6.8pp |
| Annual return | 12.31% | 27.57%-15.3pp | 24.94%-12.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,367 | $3,159+6.6% | $3,870-13.0% | $2,625+28.3% |
| Participant deferral / active EE | $2,090 | $3,861-45.9% | $5,060-58.7% | $4,348-51.9% |
| Admin fee / account holder | $313 | $2,371-86.8% | $8,391-96.3% | $1,944-83.9% |