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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,024 |
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 | $51,825 | $78,607-34.1% | $105,624-50.9% | $74,478-30.4% |
| Participation rate | 58.7% | 72.8%-14.1pp | 75.3%-16.6pp | 67.2%-8.5pp |
| Annual return | 13.97% | 15.96%-2.0pp | 116.20%-102.2pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $531 | $2,523-79.0% | $3,168-83.2% | $2,626-79.8% |
| Participant deferral / active EE | $2,129 | $4,325-50.8% | $5,013-57.5% | $4,350-51.1% |
| Admin fee / account holder | $272 | $2,220-87.8% | $10,961-97.5% | $1,946-86.0% |