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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,017 |
MONETA GROUP LLC2+ years Service code 15 · EIN 20-1903821 | Recordkeeping | $26,205 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,789 | $43,236-45.0% | $82,744-71.2% | $77,906-69.5% |
| Participation rate | 63.6% | 64.2%-0.6pp | 72.6%-9.0pp | 73.7%-10.1pp |
| Annual return | -13.93% | 2.40%-16.3pp | 702.22%-716.1pp | 12.16%-26.1pp |
| Employer contribution / active EE | $881 | $1,924-54.2% | $3,008-70.7% | $2,846-69.1% |
| Participant deferral / active EE | $3,226 | $3,069+5.1% | $4,395-26.6% | $4,805-32.9% |
| Admin fee / account holder | $50 | $102-51.5% | $5,325-99.1% | $133-62.5% |