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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 200 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,753 | $30,107-44.4% | $61,452-72.7% | $64,819-74.2% |
| Participation rate | 3.3% | 36.4%-33.1pp | 52.6%-49.3pp | 71.5%-68.2pp |
| Annual return | -17.72% | -13.99%-3.7pp | 338.96%-356.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $274 | $1,126-75.7% | $2,125-87.1% | $4,311-93.7% |
| Admin fee / account holder | $9 | $148-93.9% | $2,131-99.6% | $188-95.2% |