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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,890 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,738 | $84,482-79.0% | $125,363-85.9% | $66,930-73.5% |
| Participation rate | 69.4% | 76.4%-7.0pp | 82.4%-12.9pp | 69.8%-0.4pp |
| Annual return | -11.49% | -8.49%-3.0pp | 572.15%-583.6pp | 1.57%-13.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,298 | $6,782-66.1% | $7,447-69.1% | $4,238-45.8% |
| Admin fee / account holder | $96 | $685-86.0% | $10,005-99.0% | $593-83.8% |