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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $540 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,558 | $49,138+13.1% | $84,021-33.9% | $65,185-14.8% |
| Participation rate | 62.3% | 60.7%+1.5pp | 69.0%-6.7pp | 70.2%-7.9pp |
| Annual return | 22.89% | 23.00%-0.1pp | 71.32%-48.4pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,431 | $914+56.6% | $1,984-27.9% | $2,177-34.3% |
| Participant deferral / active EE | $3,134 | $2,397+30.7% | $3,239-3.2% | $3,514-10.8% |
| Admin fee / account holder | $18 | $543-96.8% | $6,102-99.7% | $847-97.9% |