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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,654 |
ADP BROKER-DEALER3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,743 | $46,966-4.7% | $185,117-75.8% | $69,631-35.7% |
| Participation rate | 41.3% | 65.3%-24.0pp | 77.3%-36.0pp | 70.7%-29.4pp |
| Annual return | 15.42% | 22.36%-6.9pp | 40.50%-25.1pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $234 | $1,360-82.8% | $4,182-94.4% | $2,032-88.5% |
| Participant deferral / active EE | $2,025 | $3,017-32.9% | $5,045-59.9% | $3,224-37.2% |
| Admin fee / account holder | $17 | $94-81.9% | $8,159-99.8% | $110-84.6% |