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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,886 |
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.
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 | $7,636 | $72,639-89.5% | $90,766-91.6% | $66,949-88.6% |
| Participation rate | 30.8% | 73.7%-42.9pp | 75.7%-44.9pp | 69.8%-39.1pp |
| Annual return | -17.59% | -12.28%-5.3pp | -12.16%-5.4pp | 1.57%-19.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $987 | $3,979-75.2% | $4,565-78.4% | $4,239-76.7% |
| Admin fee / account holder | $127 | $708-82.1% | $8,446-98.5% | $594-78.7% |