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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,017 | $65,437+10.1% | $86,698-16.9% | $66,949+7.6% |
| Participation rate | 55.2% | 75.5%-20.3pp | 76.6%-21.4pp | 69.8%-14.6pp |
| Annual return | -17.38% | -10.91%-6.5pp | 35.96%-53.3pp | 1.57%-19.0pp |
| Employer contribution / active EE | $644 | $2,154-70.1% | $2,837-77.3% | $2,545-74.7% |
| Participant deferral / active EE | $5,043 | $4,102+22.9% | $4,656+8.3% | $4,239+19.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |