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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,075 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,147 | $43,504+84.2% | $68,612+16.8% | $56,287+42.4% |
| Participation rate | 60.2% | 67.8%-7.7pp | 72.2%-12.1pp | 69.9%-9.7pp |
| Annual return | -4.28% | -3.15%-1.1pp | -4.63%+0.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,632 | $1,525+7.0% | $2,625-37.8% | $2,111-22.7% |
| Participant deferral / active EE | $3,139 | $2,509+25.1% | $3,311-5.2% | $3,350-6.3% |
| Admin fee / account holder | $35 | $515-93.2% | $5,131-99.3% | $521-93.3% |