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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-4016866 | Recordkeeping | $30,628 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,788 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $125,811 | $45,126+178.8% | $85,187+47.7% | $74,459+69.0% |
| Participation rate | 46.5% | 49.4%-2.8pp | 67.5%-21.0pp | 67.2%-20.7pp |
| Annual return | 15.54% | 26.30%-10.8pp | 66.67%-51.1pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $163 | $1,460-88.9% | $2,732-94.0% | $2,626-93.8% |
| Participant deferral / active EE | $2,620 | $2,738-4.3% | $4,525-42.1% | $4,350-39.8% |
| Admin fee / account holder | $341 | $2,212-84.6% | $6,162-94.5% | $1,945-82.5% |