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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,421 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,338 | $73,863-87.4% | $143,797-93.5% | $68,490-86.4% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -18.41% | 0.91%-19.3pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $15 | $3,185-99.5% | $4,952-99.7% | $2,597-99.4% |
| Participant deferral / active EE | $2,685 | $3,385-20.7% | $5,638-52.4% | $4,028-33.3% |
| Admin fee / account holder | $334 | $5,756-94.2% | $14,679-97.7% | $5,403-93.8% |