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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,157 | $53,901-73.7% | $134,162-89.4% | $73,493-80.7% |
| Participation rate | 34.5% | 62.8%-28.4pp | 72.2%-37.7pp | 70.7%-36.2pp |
| Annual return | 11.55% | 15.82%-4.3pp | 36.35%-24.8pp | 28.51%-17.0pp |
| Employer contribution / active EE | $332 | $1,458-77.2% | $3,705-91.0% | $2,270-85.4% |
| Participant deferral / active EE | $999 | $2,739-63.5% | $3,500-71.4% | $3,740-73.3% |
| Admin fee / account holder | $19 | $581-96.8% | $6,685-99.7% | $513-96.3% |