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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,116 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,050 | $100,805-96.0% | $86,698-95.3% | $134,532-97.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.80% | 29.09%-54.9pp | 35.95%-61.7pp | 418.27%-444.1pp |
| Employer contribution / active EE | $453 | $3,490-87.0% | $2,837-84.0% | $4,741-90.5% |
| Participant deferral / active EE | $3,469 | $5,339-35.0% | $4,656-25.5% | $6,401-45.8% |
| Admin fee / account holder | $603 | $10,925-94.5% | $7,493-91.9% | $11,429-94.7% |