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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $9,573 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,170 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $16,131 | $84,482-80.9% | $125,363-87.1% | $66,930-75.9% |
| Participation rate | 78.7% | 76.4%+2.3pp | 82.4%-3.7pp | 69.8%+8.9pp |
| Annual return | -17.65% | -8.49%-9.2pp | 572.15%-589.8pp | 1.57%-19.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,155 | $6,782-38.7% | $7,447-44.2% | $4,238-2.0% |
| Admin fee / account holder | $65 | $685-90.6% | $10,005-99.4% | $593-89.1% |