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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $90,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,497 | $65,960-73.5% | $81,844-78.6% | $77,736-77.5% |
| Participation rate | 91.9% | 65.8%+26.2pp | 72.4%+19.6pp | 70.6%+21.4pp |
| Annual return | 20.85% | 26.64%-5.8pp | 778.87%-758.0pp | 31.26%-10.4pp |
| Employer contribution / active EE | $2,512 | $2,375+5.7% | $2,916-13.9% | $2,728-7.9% |
| Participant deferral / active EE | $6,051 | $3,505+72.6% | $4,323+40.0% | $4,651+30.1% |
| Admin fee / account holder | $158 | $526-69.9% | $7,355-97.8% | $433-63.5% |