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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,808 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,627 |
ADP BROKER-DEALER6 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.)
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 | $42,024 | $45,602-7.8% | $117,498-64.2% | $66,930-37.2% |
| Participation rate | 15.3% | 57.6%-42.3pp | 70.6%-55.3pp | 69.8%-54.5pp |
| Annual return | -16.86% | -16.74%-0.1pp | 29.75%-46.6pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,178-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $796 | $2,845-72.0% | $4,071-80.4% | $4,238-81.2% |
| Admin fee / account holder | $397 | $661-39.9% | $5,646-93.0% | $593-33.1% |