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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $675 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,296 | $54,320-97.6% | $67,653-98.1% | $52,331-97.5% |
| Participation rate | 35.9% | 73.6%-37.7pp | 75.7%-39.8pp | 68.1%-32.2pp |
| Annual return | 95.53% | 6.81%+88.7pp | 6625.22%-6529.7pp | 4.54%+91.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $84 | $2,950-97.1% | $3,560-97.6% | $3,022-97.2% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |