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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $26,838 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,810 |
ADP BROKER-DEALER11+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,363 | $31,310+249.3% | $53,898+102.9% | $74,304+47.2% |
| Participation rate | 44.4% | 30.7%+13.8pp | 55.0%-10.5pp | 60.3%-15.9pp |
| Annual return | 13.66% | 23.16%-9.5pp | 528.60%-514.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $997 | $450+121.5% | $932+6.9% | $2,241-55.5% |
| Participant deferral / active EE | $2,389 | $934+155.7% | $1,826+30.8% | $3,767-36.6% |
| Admin fee / account holder | $354 | $2,175-83.7% | $2,491-85.8% | $2,969-88.1% |