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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,718 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,362 |
DELAP LLP4 years Filed as: DELAP, LLP Service code 15 · EIN 93-0418710 | Recordkeeping | $14,500 |
ADP BROKER-DEALER4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,668 | $70,418+4.6% | $96,570-23.7% | $85,847-14.2% |
| Participation rate | 96.5% | 61.8%+34.7pp | 69.8%+26.7pp | 69.3%+27.2pp |
| Annual return | 12.38% | 18.59%-6.2pp | 37.79%-25.4pp | 318.61%-306.2pp |
| Employer contribution / active EE | $2,777 | $1,413+96.5% | $2,357+17.8% | $2,565+8.2% |
| Participant deferral / active EE | $5,546 | $2,894+91.6% | $3,849+44.1% | $3,952+40.3% |
| Admin fee / account holder | $417 | $4,995-91.7% | $6,182-93.3% | $6,261-93.3% |