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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,903 |
ADP BROKER-DEALER3 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.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,939 | $59,191-54.5% | $76,767-64.9% | $56,289-52.1% |
| Participation rate | 16.4% | 75.2%-58.8pp | 77.0%-60.6pp | 69.9%-53.4pp |
| Annual return | -7.45% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $896 | $3,255-72.5% | $3,852-76.7% | $3,350-73.2% |
| Admin fee / account holder | $428 | $489-12.5% | $6,675-93.6% | $521-17.8% |