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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $374 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $50,553 | $91,517-44.8% | $101,275-50.1% | $73,412-31.1% |
| Participation rate | 5.9% | 73.8%-67.9pp | 75.8%-69.9pp | 72.2%-66.3pp |
| Annual return | 13.40% | 17.17%-3.8pp | 46.48%-33.1pp | 59.30%-45.9pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $401 | $3,338-88.0% | $4,371-90.8% | $3,806-89.5% |
| Admin fee / account holder | $277 | $216+28.5% | $5,948-95.3% | $158+75.7% |