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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Service code 15 · EIN 13-4110995 | Recordkeeping | $38,281 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,099 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,561 | $53,165-33.1% | $86,216-58.8% | $74,460-52.2% |
| Participation rate | 27.8% | 64.9%-37.1pp | 69.0%-41.2pp | 70.7%-43.0pp |
| Annual return | 12.88% | 22.64%-9.8pp | 1169.42%-1156.5pp | 34.38%-21.5pp |
| Employer contribution / active EE | $565 | $1,210-53.3% | $2,382-76.3% | $2,638-78.6% |
| Participant deferral / active EE | $1,401 | $3,234-56.7% | $3,986-64.9% | $4,530-69.1% |
| Admin fee / account holder | $157 | $551-71.6% | $6,853-97.7% | $348-54.9% |