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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,804 |
Service code 99 · EIN 47-1411118 | Other Fees | $5,092 |
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 | $75,237 | $129,159-41.7% | $184,243-59.2% | $77,714-3.2% |
| Participation rate | 51.2% | 87.4%-36.2pp | 86.8%-35.6pp | 70.6%-19.4pp |
| Annual return | 19.74% | 33.22%-13.5pp | 28.82%-9.1pp | 31.26%-11.5pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,427-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,943 | $7,305-46.0% | $9,132-56.8% | $4,649-15.2% |
| Admin fee / account holder | $221 | $256-13.7% | $13,914-98.4% | $433-49.1% |