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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $47,961 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,909 |
ADP BROKER-DEALER7+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,576 | $66,528-12.0% | $86,615-32.4% | $86,821-32.5% |
| Participation rate | 62.2% | 72.4%-10.2pp | 71.6%-9.5pp | 72.3%-10.1pp |
| Annual return | 16.21% | 19.56%-3.3pp | 63.51%-47.3pp | 97.94%-81.7pp |
| Employer contribution / active EE | $1,581 | $2,007-21.2% | $2,496-36.7% | $2,406-34.3% |
| Participant deferral / active EE | $2,888 | $3,240-10.9% | $3,699-21.9% | $4,132-30.1% |
| Admin fee / account holder | $341 | $148+130.5% | $5,830-94.1% | $170+101.3% |