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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,359 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,032 | $106,028-68.8% | $146,958-77.5% | $77,643-57.5% |
| Participation rate | 53.7% | 78.4%-24.7pp | 82.2%-28.5pp | 70.6%-16.9pp |
| Annual return | 16.77% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,634 | $4,063-59.8% | $4,933-66.9% | $2,726-40.1% |
| Participant deferral / active EE | $2,595 | $7,990-67.5% | $8,070-67.8% | $4,647-44.2% |
| Admin fee / account holder | $30 | $337-91.0% | $12,998-99.8% | $430-93.0% |