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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 | $81,358+2.5% | $155,556-46.4% | $80,959+3.0% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.5pp | 67.7%+22.0pp |
| Annual return | 13.66% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $7,793 | $3,106+150.9% | $4,675+66.7% | $2,757+182.7% |
| Participant deferral / active EE | $4,061 | $3,455+17.5% | $5,631-27.9% | $4,300-5.6% |
| Admin fee / account holder | $784 | $7,994-90.2% | $15,885-95.1% | $6,925-88.7% |