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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,496 | $101,653-39.5% | $147,080-58.2% | $74,459-17.4% |
| Participation rate | 26.1% | 75.6%-49.5pp | 82.2%-56.1pp | 67.2%-41.2pp |
| Annual return | 17.13% | 8754.98%-8737.8pp | 420.17%-403.0pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,028 | $7,304-58.5% | $8,066-62.5% | $4,350-30.4% |
| Admin fee / account holder | $189 | $1,752-89.2% | $12,989-98.5% | $1,945-90.3% |