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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,287 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: LINCOLN FINANCIAL Service code 49 21 OLD MAIN STREET · FISHKILL, NY 12524 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,369 | $185,342-84.2% | $111,308-73.6% | $86,821-66.2% |
| Participation rate | 49.3% | 81.0%-31.7pp | 77.3%-28.1pp | 72.3%-23.0pp |
| Annual return | 10.59% | 500.80%-490.2pp | 54.67%-44.1pp | 97.94%-87.3pp |
| Employer contribution / active EE | $890 | $2,246-60.4% | $2,732-67.4% | $2,406-63.0% |
| Participant deferral / active EE | $2,619 | $4,458-41.3% | $4,487-41.6% | $4,132-36.6% |
| Admin fee / account holder | $28 | $255-89.0% | $7,965-99.6% | $170-83.4% |