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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,332 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,509 | $45,022-74.4% | $85,240-86.5% | $200,096-94.2% |
| Participation rate | 47.8% | 45.8%+1.9pp | 67.5%-19.8pp | 72.0%-24.3pp |
| Annual return | 17.83% | 21.00%-3.2pp | 66.75%-48.9pp | 34.26%-16.4pp |
| Employer contribution / active EE | $416 | $1,374-69.7% | $2,735-84.8% | $3,038-86.3% |
| Participant deferral / active EE | $1,433 | $2,682-46.6% | $4,527-68.4% | $5,090-71.9% |
| Admin fee / account holder | $50 | $585-91.4% | $6,165-99.2% | $269-81.3% |