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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,904 |
ADP BROKER-DEALER8+ 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,802 | $84,499-65.9% | $125,391-77.0% | $66,949-57.0% |
| Participation rate | 39.1% | 76.4%-37.3pp | 82.4%-43.3pp | 69.8%-30.7pp |
| Annual return | -15.36% | -8.49%-6.9pp | 572.41%-587.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,370 | $6,785-50.3% | $7,448-54.8% | $4,239-20.5% |
| Admin fee / account holder | $86 | $685-87.5% | $10,009-99.1% | $594-85.5% |