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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $22,169 | $95,388-76.8% | $125,381-82.3% | $77,906-71.5% |
| Participation rate | 35.8% | 78.6%-42.8pp | 82.4%-46.6pp | 73.7%-37.9pp |
| Annual return | -11.90% | 116.19%-128.1pp | 572.31%-584.2pp | 12.16%-24.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,531 | $7,711-67.2% | $7,448-66.0% | $4,805-47.3% |
| Admin fee / account holder | $15 | $119-87.8% | $10,007-99.9% | $133-89.0% |