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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $95,162 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $67,332 |
ADP BROKER-DEALER5 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 | $17,868 | $53,165-66.4% | $86,235-79.3% | $74,473-76.0% |
| Participation rate | 92.6% | 64.9%+27.8pp | 69.0%+23.7pp | 70.7%+21.9pp |
| Annual return | 18.09% | 22.64%-4.6pp | 1170.03%-1151.9pp | 34.36%-16.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6,695 | $3,234+107.0% | $3,987+67.9% | $4,530+47.8% |
| Admin fee / account holder | $194 | $551-64.8% | $6,856-97.2% | $347-44.0% |