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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,425 |
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).
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 | $4,420 | $30,086-85.3% | $61,399-92.8% | $64,814-93.2% |
| Participation rate | 19.3% | 36.4%-17.0pp | 52.6%-33.2pp | 71.5%-52.1pp |
| Annual return | -17.89% | -13.99%-3.9pp | 338.81%-356.7pp | 32.84%-50.7pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $478 | $1,126-57.5% | $2,124-77.5% | $4,310-88.9% |
| Admin fee / account holder | $11 | $148-92.4% | $2,131-99.5% | $188-94.0% |