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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,514 |
KP LYNCH CPA PC1 year Service code 15 · EIN 20-2059984 | Recordkeeping | $5,847 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,460 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,330 | $55,453-76.0% | $170,436-92.2% | $62,293-78.6% |
| Participation rate | 55.2% | 66.4%-11.1pp | 83.6%-28.4pp | 69.5%-14.3pp |
| Annual return | 11.59% | 21.38%-9.8pp | 205.94%-194.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,343 | $2,303-41.7% | $4,939-72.8% | $3,169-57.6% |
| Admin fee / account holder | $38 | $455-91.6% | $13,880-99.7% | $479-92.1% |