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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
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).
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 | $36,311 | $84,499-57.0% | $125,391-71.0% | $66,949-45.8% |
| Participation rate | 25.2% | 76.4%-51.2pp | 82.4%-57.1pp | 69.8%-44.6pp |
| Annual return | -8.73% | -8.49%-0.2pp | 572.41%-581.1pp | 1.57%-10.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,727 | $6,785-74.5% | $7,448-76.8% | $4,239-59.3% |
| Admin fee / account holder | $7 | $685-98.9% | $10,009-99.9% | $594-98.8% |