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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,802 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,838 | $55,470-78.7% | $155,556-92.4% | $74,478-84.1% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 8.42% | 269.80%-261.4pp | 64.84%-56.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $903 | $2,267-60.1% | $4,675-80.7% | $2,626-65.6% |
| Participant deferral / active EE | $2,395 | $2,838-15.6% | $5,631-57.5% | $4,350-44.9% |
| Admin fee / account holder | $197 | $1,744-88.7% | $15,885-98.8% | $1,946-89.9% |