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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,023 | $104,317-79.8% | $159,436-86.8% | $86,799-75.8% |
| Participation rate | 53.1% | 77.7%-24.6pp | 82.8%-29.8pp | 72.3%-19.2pp |
| Annual return | 19.60% | 26.32%-6.7pp | 263.57%-244.0pp | 97.91%-78.3pp |
| Employer contribution / active EE | $1,381 | $3,451-60.0% | $4,829-71.4% | $2,405-42.6% |
| Participant deferral / active EE | $2,687 | $6,837-60.7% | $7,352-63.5% | $4,131-35.0% |
| Admin fee / account holder | $21 | $172-87.6% | $10,799-99.8% | $170-87.4% |