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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $308,261 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $3,624 | $67,512-94.6% | $185,849-98.1% | $93,010-96.1% |
| Participation rate | 62.5% | 67.1%-4.7pp | 81.7%-19.2pp | 73.9%-11.4pp |
| Annual return | 13.38% | 21.04%-7.7pp | 122.10%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $30 | $1,783-98.3% | $5,169-99.4% | $2,705-98.9% |
| Participant deferral / active EE | $1,330 | $3,035-56.2% | $5,569-76.1% | $4,561-70.8% |
| Admin fee / account holder | $71 | $318-77.7% | $16,244-99.6% | $152-53.2% |