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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $94,083 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,051 | $90,410-54.6% | $91,001-54.9% | $77,958-47.3% |
| Participation rate | 65.9% | 86.4%-20.5pp | 75.6%-9.7pp | 71.6%-5.7pp |
| Annual return | 14.54% | 21.34%-6.8pp | 4.60%+9.9pp | 20.87%-6.3pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,257 | $4,816-53.1% | $3,547-36.4% | $3,537-36.2% |
| Admin fee / account holder | $77 | $79-2.8% | $5,417-98.6% | $97-21.2% |