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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $58,600 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,186 |
ADP BROKER-DEALER9+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,841 | $83,884-52.5% | $64,097-37.8% | $74,473-46.5% |
| Participation rate | 48.4% | 76.6%-28.2pp | 72.3%-24.0pp | 70.7%-22.4pp |
| Annual return | 19.16% | 16.57%+2.6pp | 33.75%-14.6pp | 34.36%-15.2pp |
| Employer contribution / active EE | $709 | $3,084-77.0% | $2,750-74.2% | $2,638-73.1% |
| Participant deferral / active EE | $2,186 | $3,692-40.8% | $3,881-43.7% | $4,530-51.7% |
| Admin fee / account holder | $66 | $196-66.6% | $3,070-97.9% | $347-81.1% |