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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,666 |
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.
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 | $9,648 | $29,525-67.3% | $56,033-82.8% | $77,736-87.6% |
| Participation rate | 50.2% | 32.7%+17.5pp | 52.5%-2.3pp | 70.6%-20.4pp |
| Annual return | 6.81% | 18.90%-12.1pp | 1711.38%-1704.6pp | 31.26%-24.4pp |
| Employer contribution / active EE | $95 | $569-83.4% | $1,041-90.9% | $2,728-96.5% |
| Participant deferral / active EE | $520 | $1,062-51.0% | $1,954-73.4% | $4,651-88.8% |
| Admin fee / account holder | $312 | $1,040-70.0% | $2,827-89.0% | $433-28.1% |