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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,600 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $7,871 |
Annual investment return 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 | $18,133 | $71,142-74.5% | $119,622-84.8% | $64,819-72.0% |
| Participation rate | 88.6% | 78.6%+10.0pp | 79.3%+9.4pp | 71.5%+17.2pp |
| Annual return | -19.18% | -10.01%-9.2pp | -14.98%-4.2pp | 32.84%-52.0pp |
| Employer contribution / active EE | $1,636 | $2,497-34.5% | $4,232-61.3% | $2,507-34.7% |
| Participant deferral / active EE | $2,826 | $4,490-37.1% | $5,601-49.5% | $4,311-34.4% |
| Admin fee / account holder | $64 | $162-60.4% | $10,328-99.4% | $188-65.9% |