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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,503 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,339 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,125 | $49,471-25.0% | $79,583-53.4% | $66,949-44.5% |
| Participation rate | 40.5% | 61.4%-20.8pp | 69.5%-29.0pp | 69.8%-29.3pp |
| Annual return | -14.95% | 84.30%-99.2pp | 0.16%-15.1pp | 1.57%-16.5pp |
| Employer contribution / active EE | $39 | $1,266-96.9% | $2,414-98.4% | $2,545-98.5% |
| Participant deferral / active EE | $2,737 | $3,160-13.4% | $3,986-31.3% | $4,239-35.4% |
| Admin fee / account holder | $115 | $595-80.7% | $6,835-98.3% | $594-80.7% |