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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,027 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,848 | $54,573-50.8% | $90,970-70.5% | $73,493-63.5% |
| Participation rate | 17.6% | 61.2%-43.5pp | 69.0%-51.4pp | 70.7%-53.0pp |
| Annual return | 4.50% | 16.69%-12.2pp | 134.58%-130.1pp | 28.51%-24.0pp |
| Employer contribution / active EE | $449 | $991-54.8% | $2,122-78.9% | $2,270-80.2% |
| Participant deferral / active EE | $669 | $2,517-73.4% | $3,373-80.2% | $3,740-82.1% |
| Admin fee / account holder | $397 | $521-23.9% | $5,960-93.3% | $513-22.6% |