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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,082 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,856 | $67,512-81.0% | $185,849-93.1% | $93,010-86.2% |
| Participation rate | 15.9% | 67.1%-51.2pp | 81.7%-65.8pp | 73.9%-58.0pp |
| Annual return | 15.37% | 21.04%-5.7pp | 122.10%-106.7pp | 158.70%-143.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $643 | $3,035-78.8% | $5,569-88.5% | $4,561-85.9% |
| Admin fee / account holder | $77 | $318-75.7% | $16,244-99.5% | $152-49.0% |