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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,394 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 84-4734347 | Investment Management | $6,484 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,015 | $48,750+12.9% | $88,946-38.1% | $74,304-26.0% |
| Participation rate | 65.9% | 44.5%+21.4pp | 68.8%-3.0pp | 60.3%+5.5pp |
| Annual return | 14.95% | 25.91%-11.0pp | 57.82%-42.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,892 | $1,255+50.7% | $2,555-26.0% | $2,241-15.6% |
| Participant deferral / active EE | $4,128 | $2,423+70.4% | $4,581-9.9% | $3,767+9.6% |
| Admin fee / account holder | $400 | $3,756-89.4% | $8,261-95.2% | $2,969-86.5% |