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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,944 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $20,736 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,950 | $39,286+118.8% | $80,741+6.5% | $79,393+8.3% |
| Participation rate | 57.8% | 41.0%+16.9pp | 54.2%+3.7pp | 70.7%-12.9pp |
| Annual return | 15.15% | 98.95%-83.8pp | 87.30%-72.2pp | 116.87%-101.7pp |
| Employer contribution / active EE | $1,014 | $594+70.8% | $1,160-12.6% | $2,428-58.2% |
| Participant deferral / active EE | $2,533 | $1,264+100.5% | $2,145+18.1% | $4,046-37.4% |
| Admin fee / account holder | $308 | $647-52.4% | $3,380-90.9% | $627-50.8% |