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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,693 |
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.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,309 | $52,626-63.3% | $98,442-80.4% | $93,030-79.2% |
| Participation rate | 27.7% | 65.3%-37.7pp | 73.3%-45.7pp | 73.9%-46.2pp |
| Annual return | 12.90% | 16.95%-4.0pp | 1492.73%-1479.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $107 | $1,894-94.4% | $2,960-96.4% | $2,706-96.1% |
| Participant deferral / active EE | $1,392 | $2,907-52.1% | $4,276-67.4% | $4,562-69.5% |
| Admin fee / account holder | $117 | $102+14.7% | $5,949-98.0% | $152-22.7% |