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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,785 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,141 | $48,267-89.3% | $68,808-92.5% | $68,486-92.5% |
| Participation rate | 69.4% | 60.7%+8.7pp | 69.0%+0.3pp | 67.9%+1.5pp |
| Annual return | -15.47% | -12.70%-2.8pp | -6.37%-9.1pp | -7.85%-7.6pp |
| Employer contribution / active EE | $807 | $1,829-55.9% | $2,656-69.6% | $2,597-68.9% |
| Participant deferral / active EE | $1,179 | $2,867-58.9% | $3,942-70.1% | $4,028-70.7% |
| Admin fee / account holder | $28 | $4,362-99.4% | $4,936-99.4% | $5,404-99.5% |