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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,260 | $43,504+33.9% | $68,612-15.1% | $56,289+3.5% |
| Participation rate | 64.5% | 67.8%-3.4pp | 72.2%-7.7pp | 69.9%-5.4pp |
| Annual return | -7.07% | -3.15%-3.9pp | -4.63%-2.4pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,258 | $1,525+48.0% | $2,625-14.0% | $2,111+6.9% |
| Participant deferral / active EE | $4,972 | $2,509+98.2% | $3,311+50.2% | $3,350+48.4% |
| Admin fee / account holder | $4 | $515-99.3% | $5,131-99.9% | $521-99.3% |