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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,593 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,803 | $69,305-75.8% | $82,313-79.6% | $69,631-75.9% |
| Participation rate | 99.8% | 80.3%+19.5pp | 76.9%+22.9pp | 70.7%+29.1pp |
| Annual return | 16.90% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,263 | $1,887-33.0% | $2,428-48.0% | $2,032-37.8% |
| Participant deferral / active EE | $1,206 | $3,568-66.2% | $3,706-67.5% | $3,224-62.6% |
| Admin fee / account holder | $13 | $97-86.5% | $5,608-99.8% | $110-88.1% |