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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,281 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,325 | $135,645-86.5% | $110,243-83.4% | $135,380-86.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.53% | 513.24%-518.8pp | 314.76%-320.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,542 | $4,907+33.3% | $3,827+70.9% | $4,779+36.9% |
| Participant deferral / active EE | $9,723 | $5,507+76.5% | $4,672+108.1% | $5,609+73.3% |
| Admin fee / account holder | $332 | $11,458-97.1% | $8,548-96.1% | $10,828-96.9% |