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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $117,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,779 | $55,331-42.6% | $81,812-61.2% | $199,593-84.1% |
| Participation rate | 32.6% | 62.5%-29.9pp | 72.3%-39.8pp | 72.0%-39.4pp |
| Annual return | 12.07% | 19.59%-7.5pp | 773.79%-761.7pp | 34.25%-22.2pp |
| Employer contribution / active EE | $711 | $2,101-66.2% | $2,912-75.6% | $3,034-76.6% |
| Participant deferral / active EE | $1,343 | $3,283-59.1% | $4,319-68.9% | $5,087-73.6% |
| Admin fee / account holder | $189 | $346-45.4% | $7,386-97.4% | $269-29.8% |