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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 26 · EIN 13-3036745 | Advisory (Participants) | $1,321 |
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.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,022 | $106,247-63.3% | $147,096-73.5% | $77,714-49.8% |
| Participation rate | 17.1% | 78.4%-61.3pp | 82.2%-65.1pp | 70.6%-53.5pp |
| Annual return | 19.80% | 56.87%-37.1pp | 419.75%-399.9pp | 31.26%-11.5pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $2,273 | $7,996-71.6% | $8,071-71.8% | $4,649-51.1% |
| Admin fee / account holder | $4 | $338-98.8% | $13,005-100.0% | $433-99.1% |