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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $22,118 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,749 |
ADP BROKER-DEALER7+ 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.
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 | $117,924 | $100,003+17.9% | $146,685-19.6% | $85,856+37.4% |
| Participation rate | 47.4% | 73.1%-25.7pp | 80.1%-32.7pp | 69.3%-21.9pp |
| Annual return | 14.61% | 18.93%-4.3pp | 22.75%-8.1pp | 318.58%-304.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,984 | $4,006-25.5% | $5,507-45.8% | $3,952-24.5% |
| Admin fee / account holder | $468 | $7,704-93.9% | $10,281-95.5% | $6,261-92.5% |