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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,879 | $183,516-85.9% | $155,534-83.4% | $145,884-82.3% |
| Participation rate | 45.8% | 82.7%-36.9pp | 78.2%-32.4pp | 80.3%-34.5pp |
| Annual return | -60.48% | 61.43%-121.9pp | 64.92%-125.4pp | 551.85%-612.3pp |
| Employer contribution / active EE | $2,065 | $5,315-61.1% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $18,239 | $6,467+182.0% | $5,630+223.9% | $6,690+172.6% |
| Admin fee / account holder | $282 | $19,293-98.5% | $15,900-98.2% | $13,392-97.9% |