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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,460 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $56,820 |
ADP BROKER-DEALER8+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,117 | $82,202-28.1% | $125,339-52.8% | $64,808-8.8% |
| Participation rate | 60.2% | 77.9%-17.7pp | 82.4%-22.2pp | 71.5%-11.3pp |
| Annual return | -15.80% | 3.48%-19.3pp | 572.05%-587.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $3,516 | $3,615-2.8% | $4,814-27.0% | $2,506+40.3% |
| Participant deferral / active EE | $9,092 | $7,175+26.7% | $7,446+22.1% | $4,310+110.9% |
| Admin fee / account holder | $302 | $163+85.2% | $10,010-97.0% | $188+61.0% |