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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $75,070 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $10,418 |
TURNER, STONE & COMPANY1 year Filed as: TURNER, STONE & COMPANY, LLP Service code 10 · EIN 75-2608885 | Accounting | $9,730 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,171 |
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 | $16,853 | $63,259-73.4% | $178,503-90.6% | $93,223-81.9% |
| Participation rate | 15.8% | 72.1%-56.4pp | 81.9%-66.1pp | 74.9%-59.1pp |
| Annual return | 22.47% | 19.93%+2.5pp | 151.12%-128.6pp | 19.29%+3.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $789 | $3,372-76.6% | $5,202-84.8% | $4,563-82.7% |
| Admin fee / account holder | $72 | $58+23.6% | $13,987-99.5% | $79-9.5% |