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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,568 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,017 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,954 | $63,471+19.7% | $68,803+10.4% | $66,949+13.5% |
| Participation rate | 48.2% | 60.0%-11.8pp | 69.0%-20.8pp | 69.8%-21.6pp |
| Annual return | -18.70% | -8.29%-10.4pp | -6.37%-12.3pp | 1.57%-20.3pp |
| Employer contribution / active EE | $606 | $1,776-65.9% | $2,656-77.2% | $2,545-76.2% |
| Participant deferral / active EE | $2,504 | $2,946-15.0% | $3,942-36.5% | $4,239-40.9% |
| Admin fee / account holder | $388 | $578-32.8% | $4,936-92.1% | $594-34.6% |