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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $376,205 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $207,280 |
ADP BROKER-DEALER7+ 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.
Employer 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).
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 | $8,536 | $68,110-87.5% | $155,534-94.5% | $99,314-91.4% |
| Participation rate | 53.3% | 67.8%-14.5pp | 78.2%-24.9pp | 71.7%-18.4pp |
| Annual return | 16.12% | 16.16%0pp | 64.92%-48.8pp | 17.67%-1.5pp |
| Employer contribution / active EE | $36 | $2,291-98.4% | $4,675-99.2% | $3,264-98.9% |
| Participant deferral / active EE | $1,447 | $3,865-62.6% | $5,630-74.3% | $5,346-72.9% |
| Admin fee / account holder | $78 | $94-17.0% | $15,900-99.5% | $109-28.5% |