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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,251 |
GLOBALINK SECURITIES, INC2 years Service code 15 · EIN 55-0850538 | Recordkeeping | $14,316 |
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.
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 | $55,130 | $59,839-7.9% | $81,991-32.8% | $79,852-31.0% |
| Participation rate | 64.8% | 61.6%+3.2pp | 69.3%-4.4pp | 69.6%-4.8pp |
| Annual return | 9.15% | 17.56%-8.4pp | 41.31%-32.2pp | 31.72%-22.6pp |
| Employer contribution / active EE | $523 | $1,713-69.5% | $2,498-79.1% | $2,471-78.8% |
| Participant deferral / active EE | $5,267 | $2,695+95.4% | $3,722+41.5% | $3,740+40.8% |
| Admin fee / account holder | $336 | $4,287-92.2% | $5,665-94.1% | $5,306-93.7% |