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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,738 |
Filed as: NARDONE, PRIDGEON & COMPANY, P.A Service code 15 · EIN 52-1707356 | Recordkeeping | $8,300 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
JUSTIN GIBSON DBA SILVERLEAF4 years Filed as: JUSTIN RETIREMENT, LLC Service code 49 2330 W JOPPA RD, STE 175 · LUTHERVILLE, MD 21093 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,694 | $81,262-90.5% | $155,602-95.1% | $80,911-90.5% |
| Participation rate | 26.5% | 66.2%-39.7pp | 78.2%-51.7pp | 67.6%-41.1pp |
| Annual return | 11.91% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $893 | $3,451-74.1% | $5,629-84.1% | $4,297-79.2% |
| Admin fee / account holder | $106 | $7,992-98.7% | $15,923-99.3% | $6,935-98.5% |