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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,411 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,870 |
ADP BROKER-DEALER7+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,603 | $30,555-48.9% | $80,784-80.7% | $86,821-82.0% |
| Participation rate | 42.7% | 37.2%+5.5pp | 54.2%-11.4pp | 72.3%-29.6pp |
| Annual return | 11.00% | 30.35%-19.3pp | 87.31%-76.3pp | 97.94%-86.9pp |
| Employer contribution / active EE | $205 | $472-56.5% | $1,160-82.3% | $2,406-91.5% |
| Participant deferral / active EE | $1,258 | $1,050+19.8% | $2,145-41.4% | $4,132-69.6% |
| Admin fee / account holder | $206 | $135+52.0% | $3,380-93.9% | $170+21.4% |