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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,861 |
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.)
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 | $39,202 | $48,337-18.9% | $67,560-42.0% | $80,959-51.6% |
| Participation rate | 37.8% | 66.4%-28.6pp | 72.9%-35.1pp | 67.7%-29.8pp |
| Annual return | 8.93% | 18.26%-9.3pp | 3533.50%-3524.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,676 | $2,023-17.1% | $2,737-38.7% | $2,757-39.2% |
| Participant deferral / active EE | $4,150 | $2,928+41.7% | $4,004+3.6% | $4,300-3.5% |
| Admin fee / account holder | $540 | $3,695-85.4% | $3,994-86.5% | $6,925-92.2% |