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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,675 |
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 | $23,786 | $54,674-56.5% | $76,089-68.7% | $74,429-68.0% |
| Participation rate | 88.2% | 60.3%+27.9pp | 69.1%+19.1pp | 67.2%+21.0pp |
| Annual return | 10.44% | 31.89%-21.4pp | 360.94%-350.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $743 | $1,781-58.3% | $2,690-72.4% | $2,625-71.7% |
| Participant deferral / active EE | $5,200 | $3,071+69.3% | $4,259+22.1% | $4,348+19.6% |
| Admin fee / account holder | $318 | $2,238-85.8% | $6,418-95.0% | $1,944-83.7% |