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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,103 |
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 | $54,866 | $102,385-46.4% | $147,080-62.7% | $80,935-32.2% |
| Participation rate | 64.0% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 12.99% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,597 | $3,717-57.0% | $4,933-67.6% | $2,757-42.1% |
| Participant deferral / active EE | $2,776 | $6,651-58.3% | $8,066-65.6% | $4,299-35.4% |
| Admin fee / account holder | $84 | $7,951-98.9% | $12,989-99.4% | $6,924-98.8% |