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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,876 | $118,945-53.0% | $115,599-51.7% | $100,573-44.4% |
| Participation rate | 62.7% | 85.7%-22.9pp | 74.3%-11.6pp | 70.9%-8.2pp |
| Annual return | 14.49% | 13.64%+0.8pp | 111.10%-96.6pp | 18.89%-4.4pp |
| Employer contribution / active EE | $0 | $3,798-100.0% | $2,955-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $3,202 | $6,626-51.7% | $4,889-34.5% | $4,921-34.9% |
| Admin fee / account holder | $76 | $109-30.8% | $12,841-99.4% | $454-83.3% |