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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,879 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $14,033 | $72,639-80.7% | $90,766-84.5% | $66,949-79.0% |
| Participation rate | 28.7% | 73.7%-45.0pp | 75.7%-47.0pp | 69.8%-41.2pp |
| Annual return | -16.70% | -12.28%-4.4pp | -12.16%-4.5pp | 1.57%-18.3pp |
| Employer contribution / active EE | $744 | $2,369-68.6% | $2,922-74.6% | $2,545-70.8% |
| Participant deferral / active EE | $1,217 | $3,979-69.4% | $4,565-73.3% | $4,239-71.3% |
| Admin fee / account holder | $311 | $708-56.1% | $8,446-96.3% | $594-47.7% |