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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 22-3709420 | Recordkeeping | $22,360 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,849 |
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 | $44,107 | $60,545-27.2% | $92,240-52.2% | $69,631-36.7% |
| Participation rate | 62.3% | 72.2%-9.9pp | 76.5%-14.2pp | 70.7%-8.4pp |
| Annual return | 16.21% | 19.71%-3.5pp | 176.29%-160.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $546 | $2,633-79.3% | $3,680-85.2% | $2,032-73.1% |
| Participant deferral / active EE | $3,540 | $2,828+25.2% | $3,897-9.2% | $3,224+9.8% |
| Admin fee / account holder | $143 | $145-1.3% | $5,194-97.2% | $110+29.4% |