Filed December 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,199 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,733 | $127,481-86.9% | $149,751-88.8% | $90,274-81.5% |
| Participation rate | 89.8% | 78.2%+11.6pp | 82.5%+7.3pp | 73.4%+16.4pp |
| Annual return | 33.31% | 57.78%-24.5pp | 276.71%-243.4pp | 53.97%-20.7pp |
| Employer contribution / active EE | $1,443 | $3,448-58.1% | $4,646-68.9% | $2,523-42.8% |
| Participant deferral / active EE | $7,301 | $6,975+4.7% | $6,843+6.7% | $4,231+72.6% |
| Admin fee / account holder | $26 | $152-83.1% | $9,312-99.7% | $114-77.5% |