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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,129 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,462 | $79,223-54.0% | $102,460-64.4% | $74,478-51.0% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 7.08% | 54.98%-47.9pp | 29.47%-22.4pp | 1370.56%-1363.5pp |
| Employer contribution / active EE | $113 | $2,363-95.2% | $3,025-96.3% | $2,626-95.7% |
| Participant deferral / active EE | $1,021 | $4,417-76.9% | $5,056-79.8% | $4,350-76.5% |
| Admin fee / account holder | $626 | $2,003-68.7% | $9,460-93.4% | $1,946-67.8% |