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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,837 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,763 | $65,453-68.3% | $86,691-76.0% | $66,930-69.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 76.6%-36.6pp | 69.8%-29.8pp |
| Annual return | -17.14% | -10.89%-6.2pp | 35.94%-53.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $935 | $2,154-56.6% | $2,837-67.0% | $2,545-63.3% |
| Participant deferral / active EE | $1,751 | $4,102-57.3% | $4,656-62.4% | $4,238-58.7% |
| Admin fee / account holder | $262 | $642-59.2% | $7,492-96.5% | $593-55.9% |