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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,189 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
PARK AVENUE SECURITIES LLC2 years Service code 49 7 HANOVER SQ · NEW YORK, NY 10004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,451 | $91,372-85.3% | $129,995-89.7% | $74,419-81.9% |
| Participation rate | 63.0% | 77.8%-14.8pp | 78.5%-15.5pp | 70.7%-7.7pp |
| Annual return | 26.09% | 23.21%+2.9pp | -137.18%+163.3pp | 34.38%-8.3pp |
| Employer contribution / active EE | $420 | $2,563-83.6% | $4,320-90.3% | $2,637-84.1% |
| Participant deferral / active EE | $2,862 | $4,721-39.4% | $5,820-50.8% | $4,528-36.8% |
| Admin fee / account holder | $35 | $283-87.8% | $10,614-99.7% | $348-90.0% |