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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,646 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFE MARK SECURITIES CORP4 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,997 | $122,128-77.1% | $147,117-81.0% | $200,096-86.0% |
| Participation rate | 12.4% | 78.2%-65.8pp | 82.2%-69.8pp | 72.0%-59.6pp |
| Annual return | 17.25% | 30.58%-13.3pp | 420.54%-403.3pp | 34.26%-17.0pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,948 | $8,484-77.0% | $8,065-75.8% | $5,090-61.7% |
| Admin fee / account holder | $36 | $180-80.2% | $12,993-99.7% | $269-86.8% |