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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | 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.
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 | $31,312 | $84,499-62.9% | $125,391-75.0% | $66,949-53.2% |
| Participation rate | 44.8% | 76.4%-31.6pp | 82.4%-37.5pp | 69.8%-25.0pp |
| Annual return | -18.41% | -8.49%-9.9pp | 572.41%-590.8pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,773 | $6,785+14.6% | $7,448+4.4% | $4,239+83.4% |
| Admin fee / account holder | $6 | $685-99.1% | $10,009-99.9% | $594-99.0% |