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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-2250657 | Recordkeeping | $5,033 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $803 |
ADP BROKER-DEALER8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,697 | $26,549-37.1% | $61,452-72.8% | $66,938-75.1% |
| Participation rate | 9.0% | 38.1%-29.1pp | 52.6%-43.6pp | 69.8%-60.8pp |
| Annual return | -12.88% | -16.21%+3.3pp | 338.96%-351.8pp | 1.58%-14.5pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $590 | $1,338-55.9% | $2,125-72.2% | $4,238-86.1% |
| Admin fee / account holder | $97 | $409-76.2% | $2,131-95.4% | $594-83.6% |