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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,774 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,253 | $65,453+19.6% | $86,691-9.7% | $66,930+16.9% |
| Participation rate | 51.6% | 75.5%-23.9pp | 76.6%-25.0pp | 69.8%-18.2pp |
| Annual return | -21.54% | -10.89%-10.7pp | 35.94%-57.5pp | 1.57%-23.1pp |
| Employer contribution / active EE | $1,412 | $2,154-34.4% | $2,837-50.2% | $2,545-44.5% |
| Participant deferral / active EE | $2,697 | $4,102-34.3% | $4,656-42.1% | $4,238-36.4% |
| Admin fee / account holder | $77 | $642-87.9% | $7,492-99.0% | $593-86.9% |