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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,461 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,891 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,202 | $72,620+4.9% | $90,756-16.0% | $66,930+13.9% |
| Participation rate | 59.0% | 73.7%-14.7pp | 75.7%-16.7pp | 69.8%-10.8pp |
| Annual return | -18.80% | -12.28%-6.5pp | -12.16%-6.6pp | 1.57%-20.4pp |
| Employer contribution / active EE | $1,839 | $2,369-22.4% | $2,922-37.1% | $2,545-27.7% |
| Participant deferral / active EE | $3,531 | $3,979-11.3% | $4,565-22.7% | $4,238-16.7% |
| Admin fee / account holder | $314 | $707-55.6% | $8,445-96.3% | $593-47.1% |