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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $40,149 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,271 |
ADP BROKER-DEALER10+ years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,038 | $101,317-29.9% | $146,958-51.7% | $74,495-4.6% |
| Participation rate | 68.8% | 75.5%-6.7pp | 82.2%-13.3pp | 67.2%+1.6pp |
| Annual return | 12.56% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,224 | $3,810-67.9% | $4,933-75.2% | $2,623-53.3% |
| Participant deferral / active EE | $5,752 | $7,303-21.2% | $8,070-28.7% | $4,346+32.3% |
| Admin fee / account holder | $214 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |