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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,795 | $78,027-82.3% | $178,528-92.3% | $80,925-83.0% |
| Participation rate | 12.0% | 65.7%-53.7pp | 77.1%-65.1pp | 67.7%-55.7pp |
| Annual return | -0.98% | 18.09%-19.1pp | 27.11%-28.1pp | 35.65%-36.6pp |
| Employer contribution / active EE | $3,026 | $2,281+32.6% | $3,950-23.4% | $2,756+9.8% |
| Participant deferral / active EE | $5,693 | $4,408+29.2% | $6,278-9.3% | $4,299+32.4% |
| Admin fee / account holder | $402 | $7,168-94.4% | $10,419-96.1% | $6,940-94.2% |