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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,303 |
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 | $5,064 | $122,128-95.9% | $147,117-96.6% | $200,096-97.5% |
| Participation rate | 78.8% | 78.2%+0.6pp | 82.2%-3.4pp | 72.0%+6.7pp |
| Annual return | 22.51% | 30.58%-8.1pp | 420.54%-398.0pp | 34.26%-11.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,942 | $8,484-77.1% | $8,065-75.9% | $5,090-61.8% |
| Admin fee / account holder | $58 | $180-68.0% | $12,993-99.6% | $269-78.6% |