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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $970 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | 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.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,223 | $44,764-54.8% | $68,803-70.6% | $64,824-68.8% |
| Participation rate | 7.3% | 64.8%-57.4pp | 69.0%-61.7pp | 71.5%-64.1pp |
| Annual return | -18.40% | -10.91%-7.5pp | -6.37%-12.0pp | 32.84%-51.2pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $358 | $3,238-88.9% | $3,942-90.9% | $4,311-91.7% |
| Admin fee / account holder | $10 | $151-93.6% | $4,936-99.8% | $188-94.8% |