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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,047 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,419 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
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 | $64,845 | $71,873-9.8% | $86,698-25.2% | $68,490-5.3% |
| Participation rate | 68.4% | 72.2%-3.8pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -13.69% | 3.54%-17.2pp | 35.96%-49.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,939 | $2,173+35.2% | $2,837+3.6% | $2,597+13.2% |
| Participant deferral / active EE | $6,028 | $3,779+59.5% | $4,656+29.5% | $4,028+49.7% |
| Admin fee / account holder | $331 | $6,110-94.6% | $7,492-95.6% | $5,403-93.9% |