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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,691 | $101,317-64.8% | $146,958-75.7% | $74,495-52.1% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.2%-26.2pp | 67.2%-11.2pp |
| Annual return | 12.27% | 8730.91%-8718.6pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,258 | $3,810-67.0% | $4,933-74.5% | $2,623-52.0% |
| Participant deferral / active EE | $3,288 | $7,303-55.0% | $8,070-59.3% | $4,346-24.3% |
| Admin fee / account holder | $174 | $1,739-90.0% | $12,998-98.7% | $1,942-91.0% |