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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,152 | $52,507+18.4% | $129,406-52.0% | $74,478-16.6% |
| Participation rate | 54.3% | 53.9%+0.4pp | 69.6%-15.4pp | 67.2%-12.9pp |
| Annual return | 17.35% | 15.64%+1.7pp | 9468.18%-9450.8pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $2,187 | $1,534+42.5% | $4,155-47.4% | $2,626-16.7% |
| Participant deferral / active EE | $3,244 | $2,801+15.9% | $4,167-22.1% | $4,350-25.4% |
| Admin fee / account holder | $29 | $2,639-98.9% | $7,689-99.6% | $1,946-98.5% |