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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-1909645 | Recordkeeping | $30,897 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,195 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,747 | $65,904-26.0% | $160,784-69.7% | $79,634-38.8% |
| Participation rate | 35.8% | 56.2%-20.5pp | 77.0%-41.2pp | 62.5%-26.7pp |
| Annual return | 17.16% | 20.16%-3.0pp | 1803.92%-1786.8pp | 36.46%-19.3pp |
| Employer contribution / active EE | $606 | $1,805-66.4% | $3,733-83.8% | $2,529-76.0% |
| Participant deferral / active EE | $2,557 | $3,692-30.8% | $6,293-59.4% | $3,835-33.3% |
| Admin fee / account holder | $340 | $965-64.7% | $9,717-96.5% | $1,002-66.0% |