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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 | $122,219-95.9% | $147,096-96.6% | $199,921-97.5% |
| Participation rate | 78.8% | 78.3%+0.5pp | 82.2%-3.4pp | 72.0%+6.8pp |
| Annual return | 22.51% | 30.59%-8.1pp | 419.75%-397.2pp | 34.28%-11.8pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $1,942 | $8,503-77.2% | $8,071-75.9% | $5,089-61.8% |
| Admin fee / account holder | $58 | $179-67.9% | $13,005-99.6% | $269-78.6% |