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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,367 | $52,961-54.0% | $172,752-85.9% | $65,185-62.6% |
| Participation rate | 32.9% | 66.2%-33.4pp | 82.6%-49.8pp | 70.2%-37.4pp |
| Annual return | 18.74% | 30.12%-11.4pp | 802.97%-784.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $966 | $2,471-60.9% | $5,198-81.4% | $3,514-72.5% |
| Admin fee / account holder | $10 | $472-97.9% | $13,955-99.9% | $847-98.8% |