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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,812 |
GATEWAY ADVISORY, LLC1 year Service code 15 · EIN 27-1678306 | Recordkeeping | $8,260 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,615 | $47,977-59.1% | $154,108-87.3% | $56,289-65.2% |
| Participation rate | 62.8% | 66.2%-3.4pp | 83.0%-20.2pp | 69.9%-7.1pp |
| Annual return | -6.92% | 3.54%-10.5pp | 735.21%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $487 | $2,169-77.5% | $5,298-90.8% | $2,111-76.9% |
| Participant deferral / active EE | $1,657 | $2,392-30.7% | $5,081-67.4% | $3,350-50.5% |
| Admin fee / account holder | $192 | $438-56.2% | $13,411-98.6% | $521-63.2% |