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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $154,244 |
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.
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 | $20,561 | $122,128-83.2% | $147,117-86.0% | $200,096-89.7% |
| Participation rate | 37.2% | 78.2%-41.0pp | 82.2%-45.0pp | 72.0%-34.8pp |
| Annual return | 53.61% | 30.58%+23.0pp | 420.54%-366.9pp | 34.26%+19.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,659 | $8,484-68.7% | $8,065-67.0% | $5,090-47.8% |
| Admin fee / account holder | $83 | $180-53.7% | $12,993-99.4% | $269-69.1% |