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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,025 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,876 | $123,077-54.6% | $116,228-51.9% | $102,872-45.7% |
| Participation rate | 62.7% | 87.0%-24.3pp | 74.6%-11.8pp | 73.0%-10.3pp |
| Annual return | 14.49% | 15.84%-1.4pp | 90.06%-75.6pp | 19.06%-4.6pp |
| Employer contribution / active EE | $0 | $4,380-100.0% | $2,994-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,202 | $6,746-52.5% | $4,953-35.4% | $5,535-42.2% |
| Admin fee / account holder | $76 | $115-34.4% | $11,989-99.4% | $292-74.1% |