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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,122 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,348 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,508 | $91,760-63.5% | $156,181-78.5% | $67,986-50.7% |
| Participation rate | 81.7% | 65.0%+16.7pp | 78.8%+2.9pp | 57.2%+24.5pp |
| Annual return | 12.95% | 18.14%-5.2pp | 64.87%-51.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $341 | $2,419-85.9% | $4,294-92.1% | $2,019-83.1% |
| Participant deferral / active EE | $3,849 | $3,960-2.8% | $6,132-37.2% | $3,358+14.6% |
| Admin fee / account holder | $149 | $3,949-96.2% | $14,586-99.0% | $3,203-95.3% |