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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,201 |
ADP BROKER-DEALER2+ 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.
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 | $73,851 | $76,551-3.5% | $123,894-40.4% | $62,881+17.4% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,124 | $2,882-61.0% | $4,617-75.7% | $2,281-50.7% |
| Participant deferral / active EE | $4,360 | $4,840-9.9% | $5,984-27.1% | $3,203+36.1% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |