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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,575 |
ADP BROKER-DEALER3+ 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.
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 | $38,909 | $155,795-75.0% | $136,298-71.5% | $69,631-44.1% |
| Participation rate | 44.4% | 75.2%-30.8pp | 81.9%-37.5pp | 70.7%-26.3pp |
| Annual return | 16.63% | 232464.33%-232447.7pp | 5156.27%-5139.6pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,137 | $2,991-62.0% | $4,696-75.8% | $2,032-44.0% |
| Participant deferral / active EE | $2,581 | $5,394-52.1% | $6,247-58.7% | $3,224-19.9% |
| Admin fee / account holder | $22 | $128-82.7% | $9,244-99.8% | $110-79.9% |