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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,152 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,263 |
ADP BROKER-DEALER6+ 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.
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 | $61,281 | $100,801-39.2% | $149,730-59.1% | $73,412-16.5% |
| Participation rate | 69.3% | 77.7%-8.3pp | 82.5%-13.1pp | 72.2%-2.8pp |
| Annual return | 19.63% | 265.34%-245.7pp | 276.70%-257.1pp | 59.30%-39.7pp |
| Employer contribution / active EE | $3,879 | $3,312+17.1% | $4,645-16.5% | $2,234+73.7% |
| Participant deferral / active EE | $10,132 | $6,404+58.2% | $6,843+48.1% | $3,806+166.2% |
| Admin fee / account holder | $253 | $181+39.8% | $9,310-97.3% | $158+60.1% |