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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,382 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $24,295 | $53,165-54.3% | $86,216-71.8% | $74,460-67.4% |
| Participation rate | 44.2% | 64.9%-20.6pp | 69.0%-24.7pp | 70.7%-26.5pp |
| Annual return | 15.20% | 22.64%-7.4pp | 1169.42%-1154.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,382-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,214 | $3,234-62.5% | $3,986-69.5% | $4,530-73.2% |
| Admin fee / account holder | $71 | $551-87.2% | $6,853-99.0% | $348-79.6% |