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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $175 |
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).
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 | $41,341 | $46,732-11.5% | $156,551-73.6% | $55,167-25.1% |
| Participation rate | 8.0% | 65.8%-57.8pp | 84.0%-76.0pp | 69.0%-61.0pp |
| Annual return | 5.85% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $520 | $2,204-76.4% | $4,871-89.3% | $3,054-83.0% |
| Admin fee / account holder | $10 | $418-97.5% | $13,028-99.9% | $504-98.0% |