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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,734 |
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 | $1,369 | $332,085-99.6% | $149,696-99.1% | - |
| Participation rate | 69.7% | 60.9%+8.8pp | 78.8%-9.1pp | - |
| Annual return | 5.17% | 51.60%-46.4pp | 134.46%-129.3pp | - |
| Employer contribution / active EE | $0 | $2,795-100.0% | $4,821-100.0% | - |
| Participant deferral / active EE | $884 | $2,947-70.0% | $5,682-84.4% | - |
| Admin fee / account holder | $14 | $47,995-100.0% | $13,212-99.9% | - |