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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,066 | $60,504+17.5% | $81,882-13.2% | $74,478-4.6% |
| Participation rate | 53.9% | 62.9%-9.0pp | 72.4%-18.5pp | 67.2%-13.3pp |
| Annual return | 12.08% | 16.91%-4.8pp | 779.47%-767.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $297 | $2,627-88.7% | $2,916-89.8% | $2,626-88.7% |
| Participant deferral / active EE | $9,600 | $3,400+182.4% | $4,323+122.1% | $4,350+120.7% |
| Admin fee / account holder | $308 | $1,492-79.4% | $7,360-95.8% | $1,946-84.2% |