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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,228 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,481 | $95,542-85.9% | $69,455-80.6% | $67,579-80.1% |
| Participation rate | 67.8% | 79.4%-11.5pp | 74.6%-6.8pp | 71.3%-3.4pp |
| Annual return | 8.16% | 17.67%-9.5pp | 28.97%-20.8pp | 378.56%-370.4pp |
| Employer contribution / active EE | $535 | $2,989-82.1% | $2,779-80.7% | $2,148-75.1% |
| Participant deferral / active EE | $1,779 | $3,263-45.5% | $3,535-49.7% | $3,539-49.7% |
| Admin fee / account holder | $76 | $90-15.7% | $3,839-98.0% | $142-46.8% |