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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,567 | $43,133-80.1% | $89,435-90.4% | $73,497-88.3% |
| Participation rate | 15.3% | 55.0%-39.6pp | 68.0%-52.7pp | 70.7%-55.4pp |
| Annual return | 29.80% | 135.66%-105.9pp | 245.55%-215.8pp | 28.51%+1.3pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,178 | $2,445-51.8% | $3,890-69.7% | $3,740-68.5% |
| Admin fee / account holder | $38 | $444-91.5% | $4,884-99.2% | $513-92.7% |