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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,655 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,603 | $31,388-53.5% | $73,550-80.1% | $62,293-76.6% |
| Participation rate | 23.8% | 39.9%-16.1pp | 54.9%-31.1pp | 69.5%-45.7pp |
| Annual return | 8.99% | 25.34%-16.3pp | -15.16%+24.2pp | 28.90%-19.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $553 | $1,028-46.2% | $1,804-69.4% | $3,169-82.6% |
| Admin fee / account holder | $70 | $299-76.5% | $2,320-97.0% | $479-85.3% |