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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,491 | $33,067-44.1% | $76,518-75.8% | $56,289-67.1% |
| Participation rate | 12.8% | 55.4%-42.6pp | 68.0%-55.2pp | 69.9%-57.1pp |
| Annual return | -43.77% | 2.72%-46.5pp | -0.27%-43.5pp | -9.96%-33.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,478 | $2,240-34.0% | $3,836-61.5% | $3,350-55.9% |
| Admin fee / account holder | $54 | $537-90.0% | $4,849-98.9% | $521-89.7% |