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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,090 |
ADP BROKER-DEALER6+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,614 | $73,638-47.6% | $95,956-59.8% | $73,493-47.5% |
| Participation rate | 16.4% | 76.2%-59.8pp | 77.1%-60.7pp | 70.7%-54.3pp |
| Annual return | 7.17% | 16.78%-9.6pp | 91.63%-84.5pp | 28.51%-21.3pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $871 | $3,617-75.9% | $4,167-79.1% | $3,740-76.7% |
| Admin fee / account holder | $111 | $482-77.0% | $6,797-98.4% | $513-78.4% |