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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,102 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,326 | $56,443-48.0% | $83,831-65.0% | $55,725-47.4% |
| Participation rate | 34.2% | 72.0%-37.8pp | 76.1%-41.9pp | 70.9%-36.6pp |
| Annual return | -6.67% | 393.67%-400.3pp | 850.99%-857.7pp | 244.93%-251.6pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,498 | $2,965-49.5% | $4,082-63.3% | $3,356-55.3% |
| Admin fee / account holder | $30 | $156-81.0% | $5,479-99.5% | $115-74.2% |