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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,482 |
ADP BROKER-DEALER2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,482 | $53,344+13.4% | $121,204-50.1% | $74,460-18.8% |
| Participation rate | 63.1% | 60.0%+3.1pp | 69.5%-6.4pp | 70.7%-7.7pp |
| Annual return | 16.65% | 35.15%-18.5pp | 987.18%-970.5pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,149 | $1,898+65.9% | $4,170-24.5% | $2,638+19.4% |
| Participant deferral / active EE | $636 | $3,220-80.3% | $4,083-84.4% | $4,530-86.0% |
| Admin fee / account holder | $132 | $382-65.5% | $5,651-97.7% | $348-62.1% |