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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,845 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,809 | $133,981-81.5% | $112,249-77.9% | $134,532-81.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.09% | 47.16%-66.3pp | 27.48%-46.6pp | 418.27%-437.4pp |
| Employer contribution / active EE | $4,793 | $4,040+18.7% | $3,636+31.8% | $4,741+1.1% |
| Participant deferral / active EE | $15,833 | $5,292+199.2% | $4,729+234.8% | $6,401+147.4% |
| Admin fee / account holder | $555 | $7,492-92.6% | $6,412-91.3% | $11,429-95.1% |