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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1634601 | Recordkeeping | $17,494 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,094 |
ADP BROKER-DEALER3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,407 | $46,173-71.0% | $170,435-92.1% | $69,631-80.7% |
| Participation rate | 16.8% | 63.9%-47.1pp | 83.6%-66.8pp | 70.7%-53.9pp |
| Annual return | 11.57% | 21.62%-10.1pp | 205.94%-194.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $435 | $2,080-79.1% | $4,939-91.2% | $3,224-86.5% |
| Admin fee / account holder | $178 | $116+53.1% | $13,881-98.7% | $110+60.8% |