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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,289 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,907 | $79,223-2.9% | $102,460-24.9% | $74,478+3.3% |
| Participation rate | 44.8% | 74.8%-29.9pp | 76.5%-31.7pp | 67.2%-22.4pp |
| Annual return | 9.41% | 54.98%-45.6pp | 29.47%-20.1pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $977 | $2,363-58.7% | $3,025-67.7% | $2,626-62.8% |
| Participant deferral / active EE | $1,841 | $4,417-58.3% | $5,056-63.6% | $4,350-57.7% |
| Admin fee / account holder | $61 | $2,003-97.0% | $9,460-99.4% | $1,946-96.9% |