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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,417 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NYLIFE SECURITIES Service code 49 370 INTERLOCKEN BLVD · BROOMFIELD, CO 80021 | 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 | $54,551 | $122,042-55.3% | $184,260-70.4% | $74,459-26.7% |
| Participation rate | 66.3% | 85.5%-19.2pp | 86.8%-20.5pp | 67.2%-0.9pp |
| Annual return | 12.14% | 19.91%-7.8pp | 28.84%-16.7pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,348 | $7,143-53.1% | $9,133-63.3% | $4,350-23.0% |
| Admin fee / account holder | $16 | $1,252-98.7% | $13,898-99.9% | $1,945-99.2% |