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| Provider | Service type | Compensation |
|---|---|---|
UNGER ROBERT3+ years Service code 15 URI CONSULTING · SMITHTWON, NY 11787 | Recordkeeping | $18,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,875 | $63,314-26.0% | $91,004-48.5% | $62,293-24.8% |
| Participation rate | 56.4% | 73.3%-16.9pp | 75.6%-19.2pp | 69.5%-13.1pp |
| Annual return | 16.36% | 21.00%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,126 | $2,944+6.2% | $3,548-11.9% | $3,169-1.4% |
| Admin fee / account holder | $105 | $468-77.5% | $5,417-98.1% | $479-78.0% |