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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,712 |
BPM LLP1 year Service code 15 · EIN 81-4234542 | Recordkeeping | $16,050 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,011 | $47,766-47.6% | $82,744-69.8% | $64,819-61.4% |
| Participation rate | 57.6% | 67.7%-10.0pp | 72.6%-14.9pp | 71.5%-13.8pp |
| Annual return | -17.19% | -13.06%-4.1pp | 702.22%-719.4pp | 32.84%-50.0pp |
| Employer contribution / active EE | $225 | $2,182-89.7% | $3,008-92.5% | $2,507-91.0% |
| Participant deferral / active EE | $1,607 | $3,332-51.8% | $4,395-63.4% | $4,311-62.7% |
| Admin fee / account holder | $87 | $143-38.8% | $5,325-98.4% | $188-53.4% |