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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,674 |
ADP BROKER-DEALER9+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,304 | $40,278-81.9% | $80,627-90.9% | $80,157-90.9% |
| Participation rate | 69.1% | 47.5%+21.6pp | 67.0%+2.1pp | 72.9%-3.8pp |
| Annual return | 22.80% | 50.86%-28.1pp | 936.76%-914.0pp | 40.39%-17.6pp |
| Employer contribution / active EE | $324 | $1,332-75.7% | $2,723-88.1% | $2,977-89.1% |
| Participant deferral / active EE | $1,282 | $2,696-52.4% | $4,443-71.1% | $5,015-74.4% |
| Admin fee / account holder | $17 | $210-91.8% | $5,381-99.7% | $145-88.2% |