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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,701 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,192 | $48,835-70.9% | $170,435-91.7% | $177,276-92.0% |
| Participation rate | 8.7% | 72.1%-63.4pp | 83.6%-74.9pp | 74.8%-66.1pp |
| Annual return | 21.57% | 19.44%+2.1pp | 205.94%-184.4pp | 21.25%+0.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,432-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $359 | $2,757-87.0% | $4,939-92.7% | $3,881-90.8% |
| Admin fee / account holder | $47 | $52-9.6% | $13,881-99.7% | $154-69.5% |