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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3329328 | Recordkeeping | $6,605 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,497 |
ADP BROKER-DEALER4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,158 | $52,722-63.7% | $90,461-78.8% | $73,412-73.9% |
| Participation rate | 7.2% | 67.7%-60.6pp | 72.7%-65.5pp | 72.2%-65.0pp |
| Annual return | 12.57% | 20.70%-8.1pp | 1294.76%-1282.2pp | 59.30%-46.7pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,264-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $232 | $2,810-91.7% | $3,964-94.2% | $3,806-93.9% |
| Admin fee / account holder | $108 | $117-7.5% | $5,617-98.1% | $158-31.6% |