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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 | $81,276+2.6% | $155,574-46.4% | $80,925+3.0% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.7%+22.0pp |
| Annual return | 13.66% | 33.36%-19.7pp | 64.87%-51.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $7,793 | $3,103+151.2% | $4,676+66.7% | $2,756+182.8% |
| Participant deferral / active EE | $4,061 | $3,453+17.6% | $5,629-27.9% | $4,299-5.5% |
| Admin fee / account holder | $784 | $7,993-90.2% | $15,914-95.1% | $6,940-88.7% |