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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,782 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,154 | $85,135-82.2% | $98,920-84.7% | $73,412-79.4% |
| Participation rate | 68.7% | 81.1%-12.4pp | 76.0%-7.3pp | 72.2%-3.4pp |
| Annual return | 12.66% | 19.14%-6.5pp | 196.47%-183.8pp | 59.30%-46.6pp |
| Employer contribution / active EE | $236 | $2,721-91.3% | $2,689-91.2% | $2,234-89.4% |
| Participant deferral / active EE | $2,041 | $4,349-53.1% | $4,245-51.9% | $3,806-46.4% |
| Admin fee / account holder | $130 | $139-6.6% | $6,643-98.0% | $158-17.7% |