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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 95-3845382 | Recordkeeping | $18,581 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,680 |
ADP BROKER-DEALER4+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,907 | $42,810-79.2% | $169,452-94.7% | $55,725-84.0% |
| Participation rate | 83.6% | 64.7%+18.8pp | 77.8%+5.8pp | 70.9%+12.7pp |
| Annual return | -4.89% | -3.61%-1.3pp | 1.83%-6.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $245 | $1,402-82.5% | $4,157-94.1% | $2,078-88.2% |
| Participant deferral / active EE | $1,576 | $3,141-49.8% | $5,277-70.1% | $3,356-53.0% |
| Admin fee / account holder | $29 | $106-72.7% | $9,110-99.7% | $115-74.7% |