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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,365 | $45,602-18.1% | $117,529-68.2% | $66,949-44.2% |
| Participation rate | 56.0% | 57.6%-1.6pp | 70.6%-14.6pp | 69.8%-13.8pp |
| Annual return | -23.22% | -16.74%-6.5pp | 29.77%-53.0pp | 1.57%-24.8pp |
| Employer contribution / active EE | $1,985 | $1,579+25.7% | $4,179-52.5% | $2,545-22.0% |
| Participant deferral / active EE | $2,820 | $2,845-0.9% | $4,072-30.8% | $4,239-33.5% |
| Admin fee / account holder | $17 | $661-97.4% | $5,645-99.7% | $594-97.1% |