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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $41,932 |
Annual investment return 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 | $11,220 | $37,196-69.8% | $154,108-92.7% | $55,725-79.9% |
| Participation rate | 78.6% | 64.1%+14.5pp | 83.0%-4.5pp | 70.9%+7.7pp |
| Annual return | -8.45% | 1319.68%-1328.1pp | 735.21%-743.7pp | 244.93%-253.4pp |
| Employer contribution / active EE | $994 | $1,614-38.4% | $5,298-81.2% | $2,078-52.2% |
| Participant deferral / active EE | $2,604 | $2,068+25.9% | $5,081-48.7% | $3,356-22.4% |
| Admin fee / account holder | $168 | $102+65.1% | $13,411-98.7% | $115+45.6% |