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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $126,566 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $102,156 |
ADP BROKER-DEALER9 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $28,681 | $53,216-46.1% | $155,534-81.6% | $199,960-85.7% |
| Participation rate | 25.7% | 64.1%-38.4pp | 78.2%-52.5pp | 72.0%-46.3pp |
| Annual return | 10.82% | 41.18%-30.4pp | 64.92%-54.1pp | 34.28%-23.5pp |
| Employer contribution / active EE | $140 | $1,848-92.5% | $4,675-97.0% | $3,036-95.4% |
| Participant deferral / active EE | $1,027 | $3,164-67.5% | $5,630-81.8% | $5,087-79.8% |
| Admin fee / account holder | $159 | $186-14.4% | $15,900-99.0% | $269-41.0% |