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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,204 |
ADP BROKER-DEALER10+ 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.
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 | $9,024 | $29,736-69.7% | $56,033-83.9% | $80,935-88.9% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.7%-36.7pp |
| Annual return | 8.21% | 35.28%-27.1pp | 1711.38%-1703.2pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,018 | $1,228-17.2% | $1,954-47.9% | $4,299-76.3% |
| Admin fee / account holder | $190 | $2,434-92.2% | $2,827-93.3% | $6,924-97.3% |