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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,189 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,110 | $65,125-70.7% | $143,797-86.7% | $66,949-71.5% |
| Participation rate | 30.2% | 65.2%-35.0pp | 80.3%-50.2pp | 69.8%-39.7pp |
| Annual return | -17.60% | -11.13%-6.5pp | -0.04%-17.6pp | 1.57%-19.2pp |
| Employer contribution / active EE | $470 | $2,362-80.1% | $4,952-90.5% | $2,545-81.5% |
| Participant deferral / active EE | $1,044 | $2,920-64.3% | $5,638-81.5% | $4,239-75.4% |
| Admin fee / account holder | $405 | $503-19.5% | $14,679-97.2% | $594-31.8% |