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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,830 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIFE MARK SECURITIES CORP2 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 | $17,986 | $95,388-81.1% | $125,381-85.7% | $77,906-76.9% |
| Participation rate | 11.2% | 78.6%-67.4pp | 82.4%-71.2pp | 73.7%-62.5pp |
| Annual return | -14.57% | 116.19%-130.8pp | 572.31%-586.9pp | 12.16%-26.7pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,682 | $7,711-78.2% | $7,448-77.4% | $4,805-65.0% |
| Admin fee / account holder | $30 | $119-74.5% | $10,007-99.7% | $133-77.1% |