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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,169 |
ADP BROKER-DEALER2 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.
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 | $19,280 | $37,196-48.2% | $154,108-87.5% | $55,725-65.4% |
| Participation rate | 30.7% | 64.1%-33.4pp | 83.0%-52.3pp | 70.9%-40.1pp |
| Annual return | -4.72% | 1319.68%-1324.4pp | 735.21%-739.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $210 | $1,614-87.0% | $5,298-96.0% | $2,078-89.9% |
| Participant deferral / active EE | $863 | $2,068-58.3% | $5,081-83.0% | $3,356-74.3% |
| Admin fee / account holder | $7 | $102-92.9% | $13,411-99.9% | $115-93.7% |