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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,359 | $58,726-70.4% | $92,240-81.2% | $62,293-72.1% |
| Participation rate | 2.2% | 68.3%-66.1pp | 76.5%-74.3pp | 69.5%-67.3pp |
| Annual return | 25.39% | 43.62%-18.2pp | 176.29%-150.9pp | 28.90%-3.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $109 | $2,766-96.1% | $3,897-97.2% | $3,169-96.6% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |