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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $100 |
ADP BROKER-DEALER2+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,918 | $52,884-69.9% | $84,753-81.2% | $55,167-71.1% |
| Participation rate | 11.9% | 67.5%-55.7pp | 76.6%-64.7pp | 69.0%-57.1pp |
| Annual return | 12.12% | 18.03%-5.9pp | 22.78%-10.7pp | 169.23%-157.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $464 | $2,644-82.4% | $3,712-87.5% | $3,054-84.8% |
| Admin fee / account holder | $5 | $581-99.2% | $5,333-99.9% | $504-99.1% |