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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,284 |
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.
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,301 | $64,176-74.6% | $112,263-85.5% | $66,949-75.7% |
| Participation rate | 27.0% | 68.4%-41.5pp | 75.1%-48.1pp | 69.8%-42.8pp |
| Annual return | -18.02% | -13.80%-4.2pp | 27.49%-45.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,153 | $3,694-68.8% | $4,729-75.6% | $4,239-72.8% |
| Admin fee / account holder | $26 | $626-95.9% | $6,410-99.6% | $594-95.7% |