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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,696 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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.
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 | $48,134 | $99,957-51.8% | $149,745-67.9% | $73,497-34.5% |
| Participation rate | 37.2% | 75.7%-38.5pp | 82.5%-45.3pp | 70.7%-33.5pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.72%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,081 | $3,191-66.1% | $4,646-76.7% | $2,270-52.4% |
| Participant deferral / active EE | $1,573 | $6,073-74.1% | $6,843-77.0% | $3,740-57.9% |
| Admin fee / account holder | $117 | $551-78.7% | $9,312-98.7% | $513-77.1% |