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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,335 |
HCVT2 years Filed as: HCVT CERTIFIED PUBLIC ACCOUNTANTS Service code 15 · EIN 95-4345526 | Recordkeeping | $10,450 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CENTAURUS FINANCIAL INC1 year Filed as: CENTAURUS FINANCIAL, INC. Service code 49 311 E HARFORD ST · MILFORD, PA 18337 | 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,720 | $93,589-31.9% | $135,942-53.1% | $75,181-15.2% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 21.31% | 30.90%-9.6pp | 68.28%-47.0pp | 160.69%-139.4pp |
| Employer contribution / active EE | $325 | $3,537-90.8% | $4,858-93.3% | $2,671-87.8% |
| Participant deferral / active EE | $6,790 | $6,405+6.0% | $7,759-12.5% | $4,126+64.6% |
| Admin fee / account holder | $406 | $6,977-94.2% | $10,764-96.2% | $5,650-92.8% |