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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,640 |
ADP BROKER-DEALER7+ 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.
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 | $45,247 | $104,336-56.6% | $159,487-71.6% | $86,821-47.9% |
| Participation rate | 27.9% | 77.7%-49.8pp | 82.8%-55.0pp | 72.3%-44.4pp |
| Annual return | 14.14% | 26.32%-12.2pp | 263.71%-249.6pp | 97.94%-83.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,148 | $6,837-54.0% | $7,354-57.2% | $4,132-23.8% |
| Admin fee / account holder | $10 | $172-94.1% | $10,804-99.9% | $170-94.0% |