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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,872 | $80,763-68.0% | $102,412-74.7% | $74,459-65.3% |
| Participation rate | 32.4% | 65.7%-33.3pp | 74.5%-42.1pp | 67.2%-34.9pp |
| Annual return | 9.24% | 27.57%-18.3pp | 24.94%-15.7pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $1 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,149 | $3,862-44.4% | $5,060-57.5% | $4,350-50.6% |
| Admin fee / account holder | $319 | $2,371-86.5% | $8,388-96.2% | $1,945-83.6% |