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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,900 | $58,347-65.9% | $85,709-76.8% | $86,821-77.1% |
| Participation rate | 46.0% | 64.9%-19.0pp | 69.9%-23.9pp | 72.3%-26.3pp |
| Annual return | 27.85% | 18.43%+9.4pp | 21.49%+6.4pp | 97.94%-70.1pp |
| Employer contribution / active EE | $1,544 | $1,751-11.8% | $2,619-41.0% | $2,406-35.8% |
| Participant deferral / active EE | $3,330 | $3,065+8.6% | $3,924-15.1% | $4,132-19.4% |
| Admin fee / account holder | $9 | $147-94.2% | $6,876-99.9% | $170-95.0% |