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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,884 | $60,165+31.1% | $74,184+6.3% | $55,167+43.0% |
| Participation rate | 68.8% | 74.2%-5.3pp | 76.6%-7.8pp | 69.0%-0.2pp |
| Annual return | 7.90% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $803 | $1,600-49.8% | $2,370-66.1% | $1,963-59.1% |
| Participant deferral / active EE | $2,527 | $2,973-15.0% | $3,550-28.8% | $3,054-17.3% |
| Admin fee / account holder | $57 | $419-86.4% | $5,586-99.0% | $504-88.6% |