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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578 | $28,109-97.9% | $71,086-99.2% | $56,287-99.0% |
| Participation rate | 4.5% | 40.4%-35.9pp | 54.7%-50.1pp | 69.9%-65.3pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $28 | $1,116-97.5% | $1,874-98.5% | $3,350-99.2% |
| Admin fee / account holder | $1 | $585-99.9% | $3,082-100.0% | $521-99.9% |