Filed July 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $80,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,610 | $65,708-48.9% | $76,657-56.2% | $77,775-56.8% |
| Participation rate | 39.4% | 79.0%-39.6pp | 72.1%-32.7pp | 73.2%-33.8pp |
| Annual return | 24.97% | 49.86%-24.9pp | 1166.74%-1141.8pp | 32.58%-7.6pp |
| Employer contribution / active EE | $877 | $2,167-59.5% | $2,303-61.9% | $2,504-65.0% |
| Participant deferral / active EE | $1,499 | $3,254-53.9% | $3,335-55.1% | $3,966-62.2% |
| Admin fee / account holder | $44 | $91-51.8% | $6,423-99.3% | $100-56.2% |