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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $5,867 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,131 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,970 | $39,948-55.0% | $89,400-79.9% | $73,412-75.5% |
| Participation rate | 55.3% | 50.4%+4.9pp | 68.0%-12.7pp | 72.2%-16.9pp |
| Annual return | 37.49% | 50.12%-12.6pp | 245.64%-208.1pp | 59.30%-21.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,747 | $2,193+70.9% | $3,890-3.7% | $3,806-1.5% |
| Admin fee / account holder | $42 | $134-68.6% | $4,882-99.1% | $158-73.3% |