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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,670 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,890 |
DELAP LLP2 years Filed as: DELAP, LLP Service code 15 · EIN 93-0418710 | Recordkeeping | $10,000 |
ADP BROKER-DEALER2 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,802 | $58,493+0.5% | $84,023-30.0% | $72,976-19.4% |
| Participation rate | 96.6% | 61.2%+35.4pp | 69.0%+27.6pp | 69.5%+27.1pp |
| Annual return | 19.73% | 28.93%-9.2pp | 71.32%-51.6pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,221 | $2,394+76.3% | $3,239+30.3% | $3,608+17.0% |
| Admin fee / account holder | $390 | $4,569-91.5% | $6,102-93.6% | $5,124-92.4% |