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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,145 |
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.
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 | $102,760 | $89,093+15.3% | $102,434+0.3% | $77,736+32.2% |
| Participation rate | 41.7% | 80.9%-39.2pp | 76.5%-34.8pp | 70.6%-28.9pp |
| Annual return | 12.81% | 25.03%-12.2pp | 29.46%-16.6pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,735 | $2,699-35.7% | $3,023-42.6% | $2,728-36.4% |
| Participant deferral / active EE | $2,597 | $5,147-49.5% | $5,055-48.6% | $4,651-44.2% |
| Admin fee / account holder | $55 | $236-76.5% | $9,462-99.4% | $433-87.2% |