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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,148 |
Service code 15 · EIN 92-2678185 | Recordkeeping | $15,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,541 | $48,327-49.2% | $67,575-63.7% | $80,935-69.7% |
| Participation rate | 88.8% | 66.4%+22.4pp | 72.9%+15.8pp | 67.7%+21.1pp |
| Annual return | 7.92% | 18.31%-10.4pp | 3528.98%-3521.1pp | 35.66%-27.7pp |
| Employer contribution / active EE | $207 | $2,022-89.8% | $2,736-92.5% | $2,757-92.5% |
| Participant deferral / active EE | $4,479 | $2,927+53.0% | $4,003+11.9% | $4,299+4.2% |
| Admin fee / account holder | $307 | $3,692-91.7% | $3,993-92.3% | $6,924-95.6% |