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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $41,134 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,791 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,010 | $110,699-71.1% | $177,848-82.0% | $90,274-64.5% |
| Participation rate | 61.6% | 88.3%-26.8pp | 87.7%-26.1pp | 73.4%-11.8pp |
| Annual return | 6.22% | 22.79%-16.6pp | 48.33%-42.1pp | 53.97%-47.8pp |
| Employer contribution / active EE | $2,804 | $4,118-31.9% | $5,919-52.6% | $2,523+11.1% |
| Participant deferral / active EE | $7,194 | $6,731+6.9% | $7,714-6.7% | $4,231+70.1% |
| Admin fee / account holder | $74 | $90-18.0% | $12,431-99.4% | $114-35.3% |