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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,170 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER10+ years Service code 59 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $53,916 | $106,264-49.3% | $147,117-63.4% | $77,762-30.7% |
| Participation rate | 39.6% | 78.4%-38.9pp | 82.2%-42.6pp | 70.6%-31.0pp |
| Annual return | 15.56% | 56.94%-41.4pp | 420.54%-405.0pp | 31.27%-15.7pp |
| Employer contribution / active EE | $229 | $4,074-94.4% | $4,932-95.3% | $2,728-91.6% |
| Participant deferral / active EE | $2,460 | $8,003-69.3% | $8,065-69.5% | $4,651-47.1% |
| Admin fee / account holder | $24 | $334-92.8% | $12,993-99.8% | $433-94.5% |