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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 | $54,690-56.5% | $76,030-68.7% | $74,478-68.1% |
| Participation rate | 88.2% | 60.3%+27.9pp | 69.1%+19.1pp | 67.2%+21.0pp |
| Annual return | 10.44% | 31.92%-21.5pp | 361.54%-351.1pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $743 | $1,781-58.3% | $2,688-72.3% | $2,626-71.7% |
| Participant deferral / active EE | $5,200 | $3,070+69.4% | $4,257+22.1% | $4,350+19.5% |
| Admin fee / account holder | $318 | $2,240-85.8% | $6,421-95.1% | $1,946-83.7% |