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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,887 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFE MARK SECURITIES CORP5 years Service code 49 400 WEST METRO PARK · ROCHESTER, NY 14623 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,354 | $145,877-78.5% | $150,045-79.1% | $102,872-69.5% |
| Participation rate | 13.6% | 79.8%-66.2pp | 82.3%-68.7pp | 73.0%-59.4pp |
| Annual return | 16.94% | 21.37%-4.4pp | 62.55%-45.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1,940 | $9,491-79.6% | $7,997-75.7% | $5,535-65.0% |
| Admin fee / account holder | $31 | $176-82.4% | $13,435-99.8% | $292-89.4% |