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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 81-2780637 | Recordkeeping | $21,531 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,075 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,457 | $69,159-2.5% | $125,192-46.1% | $67,579-0.2% |
| Participation rate | 27.5% | 78.2%-50.7pp | 79.8%-52.3pp | 71.3%-43.8pp |
| Annual return | 24.63% | 27.12%-2.5pp | 43.79%-19.2pp | 378.56%-353.9pp |
| Employer contribution / active EE | $801 | $2,023-60.4% | $3,866-79.3% | $2,148-62.7% |
| Participant deferral / active EE | $1,912 | $3,700-48.3% | $4,937-61.3% | $3,539-46.0% |
| Admin fee / account holder | $317 | $142+123.3% | $9,704-96.7% | $142+122.5% |