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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,129 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $50,860-33.1% | $155,574-78.1% | $77,714-56.2% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.6pp | 70.6%-19.0pp |
| Annual return | 20.69% | 34.86%-14.2pp | 64.87%-44.2pp | 31.26%-10.6pp |
| Employer contribution / active EE | $2,079 | $1,991+4.4% | $4,676-55.5% | $2,727-23.8% |
| Participant deferral / active EE | $4,252 | $2,825+50.5% | $5,629-24.5% | $4,649-8.5% |
| Admin fee / account holder | $123 | $436-71.7% | $15,914-99.2% | $433-71.5% |