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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 10 · EIN 13-3036745 ONE ADP BLVD · ROSELAND, NJ 07068 | Accounting | $13,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,884 | $53,901-68.7% | $134,162-87.4% | $73,493-77.0% |
| Participation rate | 38.8% | 62.8%-24.1pp | 72.2%-33.4pp | 70.7%-31.9pp |
| Annual return | 24.60% | 15.82%+8.8pp | 36.35%-11.7pp | 28.51%-3.9pp |
| Employer contribution / active EE | $694 | $1,458-52.4% | $3,705-81.3% | $2,270-69.4% |
| Participant deferral / active EE | $1,655 | $2,739-39.6% | $3,500-52.7% | $3,740-55.7% |
| Admin fee / account holder | $169 | $581-70.8% | $6,685-97.5% | $513-67.0% |