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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,101 |
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.
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 | $24,861 | $47,977-48.2% | $154,107-83.9% | $56,287-55.8% |
| Participation rate | 34.7% | 66.2%-31.5pp | 83.0%-48.4pp | 69.9%-35.2pp |
| Annual return | -6.34% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $700 | $2,392-70.7% | $5,081-86.2% | $3,350-79.1% |
| Admin fee / account holder | $11 | $438-97.4% | $13,411-99.9% | $521-97.8% |