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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,212 |
ADP BROKER-DEALER4+ 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 | $69,320 | $77,816-10.9% | $123,549-43.9% | $64,181+8.0% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.3%-12.5pp | 69.6%+0.3pp |
| Annual return | -3.83% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,587 | $3,014-47.3% | $4,628-65.7% | $2,381-33.3% |
| Participant deferral / active EE | $6,514 | $5,240+24.3% | $6,426+1.4% | $3,470+87.7% |
| Admin fee / account holder | $75 | $5,519-98.6% | $9,284-99.2% | $4,887-98.5% |