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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,892 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,924 | $144,130-95.9% | $117,861-95.0% | $147,586-96.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.75% | 531.20%-522.4pp | 335.11%-326.4pp | 578.59%-569.8pp |
| Employer contribution / active EE | $5,716 | $4,897+16.7% | $3,786+51.0% | $4,876+17.2% |
| Participant deferral / active EE | $7,091 | $5,316+33.4% | $4,482+58.2% | $5,439+30.4% |
| Admin fee / account holder | $90 | $10,887-99.2% | $8,021-98.9% | $10,886-99.2% |