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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,361 | $81,233+2.6% | $155,567-46.4% | $80,874+3.1% |
| Participation rate | 89.7% | 66.2%+23.5pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 13.66% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $7,793 | $3,101+151.3% | $4,674+66.7% | $2,756+182.8% |
| Participant deferral / active EE | $4,061 | $3,452+17.6% | $5,628-27.8% | $4,297-5.5% |
| Admin fee / account holder | $784 | $7,998-90.2% | $15,916-95.1% | $6,935-88.7% |