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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,984 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY Service code 49 1 UNIVERSITY PLAZA DR 108 · HACKENSACK, NJ 07601 | Other Services | $0 |
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.
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 | $30,138 | $55,449-45.6% | $83,830-64.0% | $56,287-46.5% |
| Participation rate | 44.7% | 68.0%-23.3pp | 76.1%-31.5pp | 69.9%-25.2pp |
| Annual return | -7.33% | -1.38%-5.9pp | 850.97%-858.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $291 | $2,430-88.0% | $3,631-92.0% | $2,111-86.2% |
| Participant deferral / active EE | $2,017 | $2,935-31.3% | $4,082-50.6% | $3,350-39.8% |
| Admin fee / account holder | $86 | $656-86.9% | $5,479-98.4% | $521-83.5% |