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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER8+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $165 |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,491 | $106,236-71.3% | $112,249-72.8% | $64,819-53.0% |
| Participation rate | 3.2% | 71.7%-68.5pp | 75.1%-71.9pp | 71.5%-68.3pp |
| Annual return | -20.65% | -6.02%-14.6pp | 27.48%-48.1pp | 32.84%-53.5pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $182 | $3,785-95.2% | $4,729-96.1% | $4,311-95.8% |
| Admin fee / account holder | $317 | $452-29.8% | $6,412-95.1% | $188+68.8% |