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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,270 |
ADP BROKER-DEALER4+ 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.
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 | $14,264 | $28,109-49.3% | $71,089-79.9% | $56,289-74.7% |
| Participation rate | 22.4% | 40.4%-18.0pp | 54.6%-32.2pp | 69.9%-47.4pp |
| Annual return | -3.94% | -615.05%+611.1pp | 650.65%-654.6pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $495 | $1,116-55.6% | $1,873-73.5% | $3,350-85.2% |
| Admin fee / account holder | $58 | $585-90.1% | $3,082-98.1% | $521-88.9% |