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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $22,126 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,898 | $131,835-95.5% | $108,582-94.6% | $273,972-97.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.89% | -91.57%+93.5pp | -51.70%+53.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $44,846 | $4,913+812.8% | $3,758+1093.2% | $4,869+821.1% |
| Participant deferral / active EE | $64,754 | $5,127+1162.9% | $4,311+1402.1% | $5,287+1124.7% |
| Admin fee / account holder | $97 | $10,253-99.1% | $7,645-98.7% | $10,133-99.0% |