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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,849 |
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 | $7,461 | $26,549-71.9% | $61,452-87.9% | $66,938-88.9% |
| Participation rate | 36.0% | 38.1%-2.1pp | 52.6%-16.6pp | 69.8%-33.8pp |
| Annual return | -25.78% | -16.21%-9.6pp | 338.96%-364.7pp | 1.58%-27.4pp |
| Employer contribution / active EE | $789 | $651+21.1% | $1,160-32.0% | $2,545-69.0% |
| Participant deferral / active EE | $1,465 | $1,338+9.5% | $2,125-31.1% | $4,238-65.4% |
| Admin fee / account holder | $37 | $409-90.9% | $2,131-98.2% | $594-93.7% |