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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,333 | $48,750+40.2% | $88,946-23.2% | $74,304-8.0% |
| Participation rate | 51.0% | 44.5%+6.5pp | 68.8%-17.8pp | 60.3%-9.3pp |
| Annual return | 17.06% | 25.91%-8.8pp | 57.82%-40.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $39 | $1,255-96.9% | $2,555-98.5% | $2,241-98.3% |
| Participant deferral / active EE | $2,087 | $2,423-13.9% | $4,581-54.4% | $3,767-44.6% |
| Admin fee / account holder | $29 | $3,756-99.2% | $8,261-99.7% | $2,969-99.0% |