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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,027 | $100,801-82.1% | $149,745-88.0% | $73,412-75.4% |
| Participation rate | 61.3% | 77.7%-16.4pp | 82.5%-21.2pp | 72.2%-10.9pp |
| Annual return | 27.08% | 265.34%-238.3pp | 276.72%-249.6pp | 59.30%-32.2pp |
| Employer contribution / active EE | $1,423 | $3,312-57.0% | $4,646-69.4% | $2,234-36.3% |
| Participant deferral / active EE | $2,753 | $6,404-57.0% | $6,843-59.8% | $3,806-27.7% |
| Admin fee / account holder | $82 | $181-54.5% | $9,312-99.1% | $158-47.9% |