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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,072 |
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,308 | $84,482+92.1% | $125,363+29.5% | $66,930+142.5% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -21.12% | -8.49%-12.6pp | 572.15%-593.3pp | 1.57%-22.7pp |
| Employer contribution / active EE | $7 | $3,553-99.8% | $4,815-99.9% | $2,545-99.7% |
| Participant deferral / active EE | $12,050 | $6,782+77.7% | $7,447+61.8% | $4,238+184.3% |
| Admin fee / account holder | $494 | $685-27.8% | $10,005-95.1% | $593-16.7% |