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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,235 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,963 | $58,320-65.8% | $86,438-76.9% | $66,938-70.2% |
| Participation rate | 94.2% | 78.6%+15.6pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -18.71% | -9.71%-9.0pp | 4397.19%-4415.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,896 | $6,899+43.4% | $6,952+42.3% | $4,238+133.5% |
| Admin fee / account holder | $7 | $546-98.7% | $6,733-99.9% | $594-98.8% |