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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,605 |
ADP BROKER-DEALER9+ 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 | $59,462 | $95,438-37.7% | $135,982-56.3% | $74,473-20.2% |
| Participation rate | 24.6% | 78.2%-53.6pp | 81.9%-57.3pp | 70.7%-46.1pp |
| Annual return | 17.41% | 32.61%-15.2pp | 68.32%-50.9pp | 34.36%-17.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,533 | $7,790-54.7% | $7,760-54.5% | $4,530-22.0% |
| Admin fee / account holder | $27 | $259-89.8% | $10,767-99.8% | $347-92.4% |