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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,237 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $58,794 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,609 | $42,367-65.5% | $79,583-81.6% | $64,824-77.5% |
| Participation rate | 91.4% | 64.7%+26.6pp | 69.5%+21.9pp | 71.5%+19.9pp |
| Annual return | -15.02% | -12.24%-2.8pp | 0.16%-15.2pp | 32.84%-47.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,916 | $3,168+86.7% | $3,986+48.4% | $4,311+37.2% |
| Admin fee / account holder | $176 | $160+10.2% | $6,835-97.4% | $188-6.3% |