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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,415 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERICAN PORTFOLIOS Service code 49 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,841 | $80,005-65.2% | $140,016-80.1% | $55,725-50.0% |
| Participation rate | 31.8% | 87.0%-55.2pp | 87.5%-55.7pp | 70.9%-39.1pp |
| Annual return | -5.00% | 0.46%-5.5pp | 651.12%-656.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,944 | $5,264-44.1% | $6,927-57.5% | $3,356-12.3% |
| Admin fee / account holder | $37 | $116-68.2% | $10,705-99.7% | $115-68.1% |