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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $25,974 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,844 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,905 | $89,465-46.5% | $165,071-71.0% | $77,736-38.4% |
| Participation rate | 39.1% | 78.6%-39.5pp | 78.6%-39.5pp | 70.6%-31.5pp |
| Annual return | 13.85% | 28.86%-15.0pp | 70.17%-56.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $765 | $2,565-70.2% | $4,347-82.4% | $2,728-72.0% |
| Participant deferral / active EE | $2,862 | $4,904-41.6% | $6,035-52.6% | $4,651-38.5% |
| Admin fee / account holder | $214 | $340-36.9% | $12,695-98.3% | $433-50.5% |