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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $56,317 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,835 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $46,595 | $94,833-50.9% | $75,731-38.5% | $86,821-46.3% |
| Participation rate | 46.6% | 79.1%-32.6pp | 74.8%-28.3pp | 72.3%-25.7pp |
| Annual return | 14.96% | 16.91%-2.0pp | 104.65%-89.7pp | 97.94%-83.0pp |
| Employer contribution / active EE | $896 | $2,904-69.1% | $2,743-67.3% | $2,406-62.7% |
| Participant deferral / active EE | $2,633 | $3,632-27.5% | $3,820-31.1% | $4,132-36.3% |
| Admin fee / account holder | $64 | $109-41.5% | $3,620-98.2% | $170-62.5% |