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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,066 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,530 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,050 | $56,918+65.2% | $182,540-48.5% | $65,185+44.3% |
| Participation rate | 59.0% | 66.5%-7.5pp | 78.0%-19.0pp | 70.2%-11.2pp |
| Annual return | 20.69% | 27.67%-7.0pp | 148.58%-127.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $412 | $1,615-74.5% | $4,076-89.9% | $2,177-81.1% |
| Participant deferral / active EE | $5,155 | $3,526+46.2% | $5,525-6.7% | $3,514+46.7% |
| Admin fee / account holder | $66 | $531-87.5% | $8,593-99.2% | $847-92.2% |