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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,068 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,493 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,723 | $88,083+9.8% | $164,813-41.3% | $74,495+29.8% |
| Participation rate | 91.3% | 73.0%+18.3pp | 78.6%+12.7pp | 67.2%+24.1pp |
| Annual return | 10.84% | 17.26%-6.4pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $986 | $2,593-62.0% | $4,341-77.3% | $2,623-62.4% |
| Participant deferral / active EE | $7,497 | $4,498+66.7% | $6,031+24.3% | $4,346+72.5% |
| Admin fee / account holder | $359 | $2,234-83.9% | $12,690-97.2% | $1,942-81.5% |