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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,333 |
ADP BROKER-DEALER1 year 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,408 | $46,173-53.6% | $170,435-87.4% | $69,631-69.3% |
| Participation rate | 27.6% | 63.9%-36.3pp | 83.6%-56.0pp | 70.7%-43.1pp |
| Annual return | 14.03% | 21.62%-7.6pp | 205.94%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $208 | $1,610-87.1% | $5,432-96.2% | $2,032-89.8% |
| Participant deferral / active EE | $867 | $2,080-58.3% | $4,939-82.4% | $3,224-73.1% |
| Admin fee / account holder | $18 | $116-84.4% | $13,881-99.9% | $110-83.6% |