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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 45-3794639 | Recordkeeping | $14,204 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,047 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,438 | $155,795-83.0% | $136,298-80.6% | $69,631-62.0% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 70.7%-2.8pp |
| Annual return | 23.18% | 232464.33%-232441.2pp | 5156.27%-5133.1pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,047 | $5,394-43.5% | $6,247-51.2% | $3,224-5.5% |
| Admin fee / account holder | $52 | $128-59.3% | $9,244-99.4% | $110-52.8% |