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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 22-3709420 | Recordkeeping | $9,587 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,608 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,294 | $57,921-21.8% | $84,753-46.6% | $57,658-21.4% |
| Participation rate | 51.8% | 72.9%-21.1pp | 76.6%-24.8pp | 70.2%-18.4pp |
| Annual return | 9.99% | 10.24%-0.2pp | 22.78%-12.8pp | 5.13%+4.9pp |
| Employer contribution / active EE | $806 | $2,598-69.0% | $3,574-77.4% | $1,974-59.2% |
| Participant deferral / active EE | $3,098 | $2,742+13.0% | $3,712-16.5% | $3,061+1.2% |
| Admin fee / account holder | $75 | $130-42.1% | $5,333-98.6% | $95-20.5% |