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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,715 |
ADP BROKER-DEALER10+ 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.
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 | $74,190 | $106,264-30.2% | $147,117-49.6% | $77,762-4.6% |
| Participation rate | 28.0% | 78.4%-50.4pp | 82.2%-54.2pp | 70.6%-42.6pp |
| Annual return | 15.60% | 56.94%-41.3pp | 420.54%-404.9pp | 31.27%-15.7pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,477 | $8,003-56.6% | $8,065-56.9% | $4,651-25.2% |
| Admin fee / account holder | $13 | $334-96.1% | $12,993-99.9% | $433-97.0% |