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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $201 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,514 | $37,463-93.3% | $77,096-96.7% | $66,938-96.2% |
| Participation rate | 6.7% | 52.9%-46.2pp | 67.9%-61.2pp | 69.8%-63.1pp |
| Annual return | -16.01% | -3.25%-12.8pp | 42.35%-58.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $66 | $2,621-97.5% | $4,429-98.5% | $4,238-98.4% |
| Admin fee / account holder | $354 | $568-37.6% | $5,428-93.5% | $594-40.3% |