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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,649 | $89,465-71.3% | $165,071-84.5% | $77,736-67.0% |
| Participation rate | 40.2% | 78.6%-38.5pp | 78.6%-38.4pp | 70.6%-30.4pp |
| Annual return | 13.88% | 28.86%-15.0pp | 70.17%-56.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $495 | $2,565-80.7% | $4,347-88.6% | $2,728-81.8% |
| Participant deferral / active EE | $2,887 | $4,904-41.1% | $6,035-52.2% | $4,651-37.9% |
| Admin fee / account holder | $16 | $340-95.3% | $12,695-99.9% | $433-96.3% |