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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,127 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,319 | $56,095-87.0% | $178,503-95.9% | $90,274-91.9% |
| Participation rate | 52.6% | 65.6%-12.9pp | 81.9%-29.3pp | 73.4%-20.7pp |
| Annual return | 30.57% | 28.81%+1.8pp | 151.12%-120.5pp | 53.97%-23.4pp |
| Employer contribution / active EE | $138 | $1,572-91.2% | $5,011-97.2% | $2,523-94.5% |
| Participant deferral / active EE | $1,366 | $2,669-48.8% | $5,202-73.7% | $4,231-67.7% |
| Admin fee / account holder | $16 | $101-84.0% | $13,987-99.9% | $114-85.9% |