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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,880 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004,004 | $104,479+11389.4% | $159,474+7427.3% | $79,391+15020.1% |
| Participation rate | 0.0% | 76.6%-76.6pp | 82.8%-82.8pp | 70.7%-70.7pp |
| Annual return | 13.55% | 67.98%-54.4pp | 263.68%-250.1pp | 116.88%-103.3pp |
| Employer contribution / active EE | $3,213 | $3,417-6.0% | $4,831-33.5% | $2,428+32.3% |
| Participant deferral / active EE | $4,437 | $6,468-31.4% | $7,353-39.7% | $4,046+9.7% |
| Admin fee / account holder | $55,881 | $711+7756.0% | $10,802+417.3% | $627+8819.3% |