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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,869 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,854 | $76,000-83.1% | $154,107-91.7% | $64,186-80.0% |
| Participation rate | 67.0% | 70.4%-3.4pp | 83.0%-16.0pp | 69.6%-2.6pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $286 | $3,351-91.5% | $5,298-94.6% | $2,381-88.0% |
| Participant deferral / active EE | $1,869 | $3,175-41.1% | $5,081-63.2% | $3,470-46.1% |
| Admin fee / account holder | $88 | $5,596-98.4% | $13,411-99.3% | $4,888-98.2% |