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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $38,151 | $106,247-64.1% | $147,096-74.1% | $77,714-50.9% |
| Participation rate | 51.6% | 78.4%-26.8pp | 82.2%-30.6pp | 70.6%-19.0pp |
| Annual return | 30.89% | 56.87%-26.0pp | 419.75%-388.9pp | 31.26%-0.4pp |
| Employer contribution / active EE | $0 | $4,069-100.0% | $4,936-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $6,853 | $7,996-14.3% | $8,071-15.1% | $4,649+47.4% |
| Admin fee / account holder | $165 | $338-51.2% | $13,005-98.7% | $433-61.9% |