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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,829 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,567 | $54,245-47.3% | $93,727-69.5% | $77,762-63.3% |
| Participation rate | 23.7% | 63.9%-40.2pp | 68.7%-45.0pp | 70.6%-46.9pp |
| Annual return | 9.87% | 30.58%-20.7pp | 133.83%-124.0pp | 31.27%-21.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,733 | $3,144-44.9% | $4,417-60.8% | $4,651-62.7% |
| Admin fee / account holder | $188 | $575-67.3% | $8,292-97.7% | $433-56.5% |