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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $825 |
ADP BROKER-DEALER3+ 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 | $85,737 | $85,7660% | $136,298-37.1% | $70,126+22.3% |
| Participation rate | 63.9% | 74.2%-10.2pp | 81.9%-18.0pp | 69.5%-5.6pp |
| Annual return | 15.06% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,329 | $5,051+45.1% | $6,247+17.3% | $3,332+120.0% |
| Admin fee / account holder | $6 | $5,421-99.9% | $9,244-99.9% | $4,645-99.9% |