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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $28,464 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,220 |
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.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,193 | $64,909-16.5% | $82,312-34.2% | $62,293-13.0% |
| Participation rate | 48.5% | 74.9%-26.3pp | 76.9%-28.4pp | 69.5%-21.0pp |
| Annual return | 16.54% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.4pp |
| Employer contribution / active EE | $223 | $1,676-86.7% | $2,428-90.8% | $2,042-89.1% |
| Participant deferral / active EE | $1,848 | $3,103-40.4% | $3,706-50.1% | $3,169-41.7% |
| Admin fee / account holder | $11 | $440-97.5% | $5,608-99.8% | $479-97.7% |