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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,393 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $16,938 |
DELAP LLP3 years Filed as: DELAP, LLP Service code 15 · EIN 93-0418710 | Recordkeeping | $14,000 |
ADP BROKER-DEALER3 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 | $66,866 | $65,034+2.8% | $90,970-26.5% | $79,856-16.3% |
| Participation rate | 97.8% | 61.6%+36.1pp | 69.0%+28.7pp | 69.6%+28.1pp |
| Annual return | 11.71% | 30.45%-18.7pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,588 | $1,247+107.4% | $2,122+22.0% | $2,471+4.7% |
| Participant deferral / active EE | $4,291 | $2,512+70.8% | $3,373+27.2% | $3,741+14.7% |
| Admin fee / account holder | $414 | $4,536-90.9% | $5,961-93.1% | $5,306-92.2% |