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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,178 | $35,485-62.9% | $74,551-82.3% | $55,725-76.4% |
| Participation rate | 29.9% | 62.5%-32.6pp | 69.1%-39.2pp | 70.9%-41.0pp |
| Annual return | 7.90% | 0.72%+7.2pp | 32.53%-24.6pp | 244.93%-237.0pp |
| Employer contribution / active EE | $697 | $777-10.3% | $1,961-64.4% | $2,078-66.4% |
| Participant deferral / active EE | $858 | $2,181-60.7% | $3,108-72.4% | $3,356-74.4% |
| Admin fee / account holder | $8 | $114-93.3% | $5,059-99.8% | $115-93.4% |