Filed May 18, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $515 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,646 | $64,176-55.4% | $112,249-74.5% | $66,938-57.2% |
| Participation rate | 39.1% | 68.4%-29.4pp | 75.1%-36.0pp | 69.8%-30.8pp |
| Annual return | -17.43% | -13.80%-3.6pp | 27.48%-44.9pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,139 | $3,007-62.1% | $3,636-68.7% | $2,545-55.3% |
| Participant deferral / active EE | $2,737 | $3,694-25.9% | $4,729-42.1% | $4,238-35.4% |
| Admin fee / account holder | $259 | $626-58.6% | $6,412-96.0% | $594-56.3% |