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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,939 |
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).
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 | $8,374 | $51,288-83.7% | $81,988-89.8% | $73,412-88.6% |
| Participation rate | 28.7% | 64.0%-35.3pp | 69.3%-40.6pp | 72.2%-43.5pp |
| Annual return | 69.38% | 29.48%+39.9pp | 41.31%+28.1pp | 59.30%+10.1pp |
| Employer contribution / active EE | $243 | $1,487-83.6% | $2,498-90.3% | $2,234-89.1% |
| Participant deferral / active EE | $899 | $2,715-66.9% | $3,722-75.8% | $3,806-76.4% |
| Admin fee / account holder | $23 | $125-81.7% | $5,665-99.6% | $158-85.5% |