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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $850 |
ADP BROKER-DEALER1 year 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.
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 | $55,893 | $60,165-7.1% | $74,184-24.7% | $55,167+1.3% |
| Participation rate | 67.4% | 74.2%-6.7pp | 76.6%-9.2pp | 69.0%-1.5pp |
| Annual return | 6.23% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $233 | $1,600-85.4% | $2,370-90.1% | $1,963-88.1% |
| Participant deferral / active EE | $3,395 | $2,973+14.2% | $3,550-4.4% | $3,054+11.2% |
| Admin fee / account holder | $8 | $419-98.2% | $5,586-99.9% | $504-98.5% |