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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $67,191 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,453 |
ADP BROKER-DEALER8+ 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.
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 | $146,298 | $64,612+126.4% | $86,451+69.2% | $64,824+125.7% |
| Participation rate | 66.3% | 81.5%-15.1pp | 80.3%-14.0pp | 71.5%-5.2pp |
| Annual return | -12.17% | 0.66%-12.8pp | 4398.51%-4410.7pp | 32.84%-45.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,770-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,508 | $7,497-26.5% | $6,953-20.8% | $4,311+27.8% |
| Admin fee / account holder | $114 | $169-32.8% | $6,734-98.3% | $188-39.5% |