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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,393 |
ADP BROKER-DEALER3 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.
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,776 | $106,236-73.9% | $112,263-75.3% | $64,824-57.2% |
| Participation rate | 12.0% | 71.7%-59.7pp | 75.1%-63.1pp | 71.5%-59.5pp |
| Annual return | -15.87% | -6.02%-9.9pp | 27.49%-43.4pp | 32.84%-48.7pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $623 | $3,786-83.5% | $4,729-86.8% | $4,311-85.5% |
| Admin fee / account holder | $300 | $452-33.5% | $6,410-95.3% | $188+60.0% |