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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 27-3525757 | Recordkeeping | $16,108 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,630 |
ADP BROKER-DEALER1 year 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,429 | $35,986-62.7% | $77,513-82.7% | $73,493-81.7% |
| Participation rate | 36.4% | 40.8%-4.5pp | 54.2%-17.8pp | 70.7%-34.3pp |
| Annual return | 11.30% | 19.26%-8.0pp | 54.81%-43.5pp | 28.51%-17.2pp |
| Employer contribution / active EE | $182 | $557-67.3% | $987-81.5% | $2,270-92.0% |
| Participant deferral / active EE | $1,885 | $1,198+57.4% | $1,861+1.3% | $3,740-49.6% |
| Admin fee / account holder | $71 | $466-84.8% | $2,859-97.5% | $513-86.2% |