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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,370 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $68,548 | $58,093+18.0% | $80,022-14.3% | $56,287+21.8% |
| Participation rate | 73.4% | 73.6%-0.2pp | 75.8%-2.4pp | 69.9%+3.6pp |
| Annual return | -6.18% | 34.63%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $35 | $1,933-98.2% | $2,468-98.6% | $2,111-98.3% |
| Participant deferral / active EE | $5,026 | $3,136+60.3% | $3,686+36.4% | $3,350+50.0% |
| Admin fee / account holder | $12 | $623-98.1% | $6,521-99.8% | $521-97.7% |