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| Provider | Service type | Compensation |
|---|---|---|
WADE STABLES P.C.1 year Filed as: WADE FINANCIAL ADVISORY, INC. Service code 15 · EIN 77-0297228 | Recordkeeping | $47,742 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,178 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $60,272 | $86,341-30.2% | $125,195-51.9% | $65,186-7.5% |
| Participation rate | 96.1% | 75.3%+20.8pp | 79.8%+16.3pp | 70.2%+25.9pp |
| Annual return | 10.81% | 27.44%-16.6pp | 43.79%-33.0pp | 29.39%-18.6pp |
| Employer contribution / active EE | $577 | $2,040-71.7% | $3,866-85.1% | $2,177-73.5% |
| Participant deferral / active EE | $3,361 | $3,538-5.0% | $4,937-31.9% | $3,514-4.3% |
| Admin fee / account holder | $562 | $609-7.7% | $9,704-94.2% | $847-33.6% |