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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,875 | $66,813+0.1% | $100,516-33.5% | $73,488-9.0% |
| Participation rate | 62.6% | 77.5%-14.9pp | 79.4%-16.8pp | 70.7%-8.1pp |
| Annual return | -23.95% | 25.70%-49.7pp | 30.89%-54.8pp | 28.51%-52.5pp |
| Employer contribution / active EE | $1,052 | $2,147-51.0% | $3,418-69.2% | $2,270-53.6% |
| Participant deferral / active EE | $2,345 | $5,883-60.1% | $6,270-62.6% | $3,740-37.3% |
| Admin fee / account holder | $12 | $512-97.6% | $8,081-99.8% | $513-97.6% |