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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,429 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,822 | $73,638+4.3% | $108,405-29.1% | $79,389-3.2% |
| Participation rate | 36.9% | 77.4%-40.5pp | 80.1%-43.2pp | 70.7%-33.8pp |
| Annual return | 14.56% | 33.27%-18.7pp | 905.55%-891.0pp | 116.89%-102.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,952 | $6,218-68.6% | $6,563-70.2% | $4,046-51.7% |
| Admin fee / account holder | $87 | $638-86.4% | $7,297-98.8% | $626-86.1% |