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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,546 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,947 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $42,105 | $72,639-42.0% | $90,766-53.6% | $66,949-37.1% |
| Participation rate | 33.8% | 73.7%-39.9pp | 75.7%-41.9pp | 69.8%-36.0pp |
| Annual return | -18.74% | -12.28%-6.5pp | -12.16%-6.6pp | 1.57%-20.3pp |
| Employer contribution / active EE | $820 | $2,369-65.4% | $2,922-71.9% | $2,545-67.8% |
| Participant deferral / active EE | $1,505 | $3,979-62.2% | $4,565-67.0% | $4,239-64.5% |
| Admin fee / account holder | $371 | $708-47.6% | $8,446-95.6% | $594-37.6% |