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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,475 |
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 | $21,252 | $75,388-71.8% | $123,553-82.8% | $55,725-61.9% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.3%+10.4pp | 70.9%+21.8pp |
| Annual return | -5.42% | 4.48%-9.9pp | 119.21%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,168 | $3,063+3.4% | $4,628-31.6% | $2,078+52.4% |
| Participant deferral / active EE | $6,616 | $5,651+17.1% | $6,426+3.0% | $3,356+97.2% |
| Admin fee / account holder | $10 | $120-92.0% | $9,284-99.9% | $115-91.7% |