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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER9+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,842 | $76,112+2.3% | $96,534-19.4% | $71,511+8.9% |
| Participation rate | 56.0% | 74.4%-18.4pp | 76.0%-20.0pp | 67.9%-11.9pp |
| Annual return | 19.96% | 22.81%-2.9pp | 25.88%-5.9pp | 28.86%-8.9pp |
| Employer contribution / active EE | $755 | $2,248-66.4% | $2,965-74.5% | $2,589-70.8% |
| Participant deferral / active EE | $4,833 | $4,217+14.6% | $4,851-0.4% | $4,291+12.6% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |