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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,088 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,847 | $44,980-75.9% | $85,063-87.2% | $77,692-86.0% |
| Participation rate | 51.3% | 48.6%+2.7pp | 67.5%-16.2pp | 70.6%-19.3pp |
| Annual return | 9.95% | 79.13%-69.2pp | 66.54%-56.6pp | 31.25%-21.3pp |
| Employer contribution / active EE | $489 | $1,607-69.6% | $2,727-82.1% | $2,726-82.1% |
| Participant deferral / active EE | $1,351 | $2,804-51.8% | $4,523-70.1% | $4,648-70.9% |
| Admin fee / account holder | $188 | $911-79.3% | $6,155-96.9% | $431-56.3% |