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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,820 | $37,446+110.5% | $77,513+1.7% | $79,852-1.3% |
| Participation rate | 21.7% | 41.5%-19.9pp | 54.2%-32.5pp | 69.6%-48.0pp |
| Annual return | 6.30% | 39.76%-33.5pp | 54.81%-48.5pp | 31.72%-25.4pp |
| Employer contribution / active EE | $646 | $637+1.3% | $987-34.6% | $2,471-73.9% |
| Participant deferral / active EE | $1,151 | $1,261-8.7% | $1,861-38.2% | $3,740-69.2% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |