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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,997 |
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 | $14,501 | $64,705-77.6% | $62,929-77.0% | $67,986-78.7% |
| Participation rate | 85.6% | 65.6%+20.0pp | 73.1%+12.5pp | 57.2%+28.4pp |
| Annual return | 14.55% | 20.31%-5.8pp | 1063.93%-1049.4pp | 31.67%-17.1pp |
| Employer contribution / active EE | $312 | $2,376-86.9% | $2,505-87.5% | $2,019-84.5% |
| Participant deferral / active EE | $2,699 | $3,198-15.6% | $3,888-30.6% | $3,358-19.6% |
| Admin fee / account holder | $132 | $1,428-90.8% | $5,065-97.4% | $3,203-95.9% |