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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,424 |
Service code 15 · EIN 46-3329328 | Recordkeeping | $9,276 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,986 | $49,451+35.5% | $79,580-15.8% | $66,938+0.1% |
| Participation rate | 43.2% | 61.3%-18.1pp | 69.5%-26.3pp | 69.8%-26.6pp |
| Annual return | -19.22% | 84.25%-103.5pp | 0.15%-19.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,005 | $3,159-36.5% | $3,985-49.7% | $4,238-52.7% |
| Admin fee / account holder | $329 | $595-44.6% | $6,835-95.2% | $594-44.5% |