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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,001 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,383 |
ADP BROKER-DEALER2 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,284 | $62,583-40.4% | $76,767-51.4% | $64,173-41.9% |
| Participation rate | 58.3% | 72.8%-14.5pp | 77.0%-18.6pp | 69.6%-11.2pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $563 | $1,832-69.3% | $2,485-77.3% | $2,381-76.3% |
| Participant deferral / active EE | $3,463 | $3,145+10.1% | $3,852-10.1% | $3,470-0.2% |
| Admin fee / account holder | $17 | $4,667-99.6% | $6,675-99.7% | $4,887-99.6% |