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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $47,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,304 | $31,679-73.8% | $74,722-88.9% | $65,185-87.3% |
| Participation rate | 55.9% | 40.4%+15.6pp | 54.5%+1.5pp | 70.2%-14.3pp |
| Annual return | 16.45% | 39.04%-22.6pp | 753.11%-736.7pp | 29.38%-12.9pp |
| Employer contribution / active EE | $7 | $566-98.8% | $1,084-99.4% | $2,177-99.7% |
| Participant deferral / active EE | $1,533 | $1,191+28.8% | $1,963-21.9% | $3,514-56.4% |
| Admin fee / account holder | $470 | $379+23.9% | $3,335-85.9% | $847-44.6% |