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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $758 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 600 CONGRESS AVE · AUSTIN, TX 78701 | Other Services | $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 | $4,270 | $59,140-92.8% | $160,037-97.3% | $66,949-93.6% |
| Participation rate | 33.2% | 68.1%-35.0pp | 78.0%-44.8pp | 69.8%-36.7pp |
| Annual return | -16.79% | -12.25%-4.5pp | 408.95%-425.7pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $565 | $4,399-87.1% | $6,184-90.9% | $4,239-86.7% |
| Admin fee / account holder | $10 | $591-98.2% | $8,716-99.9% | $594-98.3% |