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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,048 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,892 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $27,987 | $106,247-73.7% | $147,096-81.0% | $77,714-64.0% |
| Participation rate | 46.5% | 78.4%-31.8pp | 82.2%-35.6pp | 70.6%-24.0pp |
| Annual return | 23.02% | 56.87%-33.8pp | 419.75%-396.7pp | 31.26%-8.2pp |
| Employer contribution / active EE | $1,697 | $4,069-58.3% | $4,936-65.6% | $2,727-37.8% |
| Participant deferral / active EE | $3,623 | $7,996-54.7% | $8,071-55.1% | $4,649-22.1% |
| Admin fee / account holder | $229 | $338-32.4% | $13,005-98.2% | $433-47.2% |