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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,318 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $29,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,749 | $68,607+14.8% | $147,027-46.4% | $64,340+22.4% |
| Participation rate | 97.1% | 50.4%+46.7pp | 73.7%+23.4pp | 55.2%+41.9pp |
| Annual return | 11.02% | 13.75%-2.7pp | 20.23%-9.2pp | 24.14%-13.1pp |
| Employer contribution / active EE | $4,606 | $1,554+196.4% | $3,626+27.0% | $1,862+147.4% |
| Participant deferral / active EE | $6,309 | $2,402+162.7% | $4,933+27.9% | $2,980+111.7% |
| Admin fee / account holder | $359 | $3,287-89.1% | $12,223-97.1% | $3,703-90.3% |