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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,148 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,751 |
ADP BROKER-DEALER3 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 | $38,877 | $72,486-46.4% | $87,103-55.4% | $72,976-46.7% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.3pp |
| Annual return | 18.19% | 24.46%-6.3pp | 28.19%-10.0pp | 81.02%-62.8pp |
| Employer contribution / active EE | $469 | $1,894-75.3% | $2,521-81.4% | $2,440-80.8% |
| Participant deferral / active EE | $2,841 | $3,270-13.1% | $4,049-29.8% | $3,608-21.3% |
| Admin fee / account holder | $234 | $5,055-95.4% | $7,491-96.9% | $5,124-95.4% |