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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $200 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,189 | $51,244-68.4% | $80,977-80.0% | $55,167-70.7% |
| Participation rate | 21.3% | 71.7%-50.4pp | 75.8%-54.5pp | 69.0%-47.7pp |
| Annual return | 9.33% | 17.39%-8.1pp | 17.11%-7.8pp | 169.23%-159.9pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,194 | $4,418-50.3% | $5,696-61.5% | $3,054-28.2% |
| Admin fee / account holder | $32 | $398-91.9% | $5,517-99.4% | $504-93.6% |