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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,867 | $101,591-40.1% | $147,096-58.6% | $74,429-18.2% |
| Participation rate | 64.9% | 75.5%-10.6pp | 82.2%-17.2pp | 67.2%-2.3pp |
| Annual return | 21.93% | 8746.45%-8724.5pp | 419.75%-397.8pp | 1368.38%-1346.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,053 | $7,302+37.7% | $8,071+24.6% | $4,348+131.2% |
| Admin fee / account holder | $269 | $1,750-84.7% | $13,005-97.9% | $1,944-86.2% |