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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,584 | $54,679-11.1% | $76,119-36.2% | $74,459-34.8% |
| Participation rate | 58.9% | 60.3%-1.4pp | 69.1%-10.2pp | 67.2%-8.3pp |
| Annual return | 18.13% | 31.90%-13.8pp | 361.25%-343.1pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $3,560 | $1,781+99.9% | $2,693+32.2% | $2,626+35.6% |
| Participant deferral / active EE | $7,506 | $3,072+144.3% | $4,259+76.2% | $4,350+72.6% |
| Admin fee / account holder | $24 | $2,238-98.9% | $6,421-99.6% | $1,945-98.8% |