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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $44,773 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,216 |
ADP BROKER-DEALER4+ 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.)
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 | $86,207 | $59,186+45.7% | $76,768+12.3% | $56,287+53.2% |
| Participation rate | 95.5% | 75.2%+20.2pp | 77.0%+18.5pp | 69.9%+25.6pp |
| Annual return | -5.42% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,288 | $1,759-26.8% | $2,485-48.2% | $2,111-39.0% |
| Participant deferral / active EE | $5,191 | $3,255+59.5% | $3,852+34.8% | $3,350+55.0% |
| Admin fee / account holder | $329 | $489-32.7% | $6,675-95.1% | $521-36.9% |