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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,092 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFEMARK SECURITIES CORP3 years Filed as: LIFEMARK SECURITIES 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,308 | $127,481-90.3% | $149,730-91.8% | $90,274-86.4% |
| Participation rate | 10.6% | 78.2%-67.6pp | 82.5%-71.9pp | 73.4%-62.8pp |
| Annual return | 18.84% | 57.78%-38.9pp | 276.70%-257.9pp | 53.97%-35.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,031 | $6,975-85.2% | $6,843-84.9% | $4,231-75.6% |
| Admin fee / account holder | $15 | $152-90.3% | $9,310-99.8% | $114-87.1% |