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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,249 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 | $16,755 | $66,459-74.8% | $81,353-79.4% | $77,736-78.4% |
| Participation rate | 83.2% | 68.7%+14.5pp | 69.5%+13.7pp | 70.6%+12.6pp |
| Annual return | 15.17% | 15.95%-0.8pp | 24.82%-9.6pp | 31.26%-16.1pp |
| Employer contribution / active EE | $537 | $2,156-75.1% | $2,464-78.2% | $2,728-80.3% |
| Participant deferral / active EE | $1,706 | $3,674-53.6% | $3,885-56.1% | $4,651-63.3% |
| Admin fee / account holder | $104 | $585-82.2% | $5,766-98.2% | $433-76.0% |