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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,700 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,345 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 10 100 NORTH CITRUS STREET · WEST COVINA, CA 91791 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,244 | $49,451-63.1% | $79,580-77.1% | $66,938-72.7% |
| Participation rate | 57.1% | 61.3%-4.2pp | 69.5%-12.3pp | 69.8%-12.7pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.15%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $185 | $1,266-85.4% | $2,413-92.3% | $2,545-92.7% |
| Participant deferral / active EE | $1,928 | $3,159-39.0% | $3,985-51.6% | $4,238-54.5% |
| Admin fee / account holder | $143 | $595-75.9% | $6,835-97.9% | $594-75.9% |