Filed April 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $830 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,677 | $130,294-59.6% | $170,043-69.0% | $71,511-26.3% |
| Participation rate | 82.0% | 86.2%-4.2pp | 87.0%-5.0pp | 67.9%+14.1pp |
| Annual return | 14.44% | 20.36%-5.9pp | 53.40%-39.0pp | 28.86%-14.4pp |
| Employer contribution / active EE | $2,439 | $4,385-44.4% | $6,790-64.1% | $2,589-5.8% |
| Participant deferral / active EE | $5,024 | $6,928-27.5% | $10,410-51.7% | $4,291+17.1% |
| Admin fee / account holder | $334 | $966-65.4% | $12,824-97.4% | $1,588-79.0% |