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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $109,978 |
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.
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 | $12,985 | $68,110-80.9% | $155,534-91.7% | $99,314-86.9% |
| Participation rate | 31.2% | 67.8%-36.6pp | 78.2%-47.0pp | 71.7%-40.5pp |
| Annual return | 22.87% | 16.16%+6.7pp | 64.92%-42.0pp | 17.67%+5.2pp |
| Employer contribution / active EE | $227 | $2,291-90.1% | $4,675-95.2% | $3,264-93.1% |
| Participant deferral / active EE | $1,289 | $3,865-66.6% | $5,630-77.1% | $5,346-75.9% |
| Admin fee / account holder | $44 | $94-52.7% | $15,900-99.7% | $109-59.3% |