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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,141 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,467 | $107,378-58.6% | $108,582-59.0% | $57,658-22.9% |
| Participation rate | 36.6% | 77.1%-40.5pp | 79.6%-43.0pp | 70.2%-33.6pp |
| Annual return | 10.91% | 12.80%-1.9pp | -51.70%+62.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $623 | $1,782-65.0% | $3,758-83.4% | $1,974-68.4% |
| Participant deferral / active EE | $969 | $3,221-69.9% | $4,311-77.5% | $3,061-68.3% |
| Admin fee / account holder | $31 | $108-71.1% | $7,645-99.6% | $95-66.8% |