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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,333 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $11,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,432 | $71,142-81.1% | $119,622-88.8% | $64,819-79.3% |
| Participation rate | 50.7% | 78.6%-28.0pp | 79.3%-28.6pp | 71.5%-20.8pp |
| Annual return | -11.84% | -10.01%-1.8pp | -14.98%+3.1pp | 32.84%-44.7pp |
| Employer contribution / active EE | $593 | $2,497-76.3% | $4,232-86.0% | $2,507-76.4% |
| Participant deferral / active EE | $3,051 | $4,490-32.0% | $5,601-45.5% | $4,311-29.2% |
| Admin fee / account holder | $101 | $162-37.9% | $10,328-99.0% | $188-46.4% |