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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
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 | $62,834 | $75,183-16.4% | $123,894-49.3% | $55,167+13.9% |
| Participation rate | 46.0% | 72.8%-26.8pp | 81.4%-35.4pp | 69.0%-23.0pp |
| Annual return | 12.36% | 19.01%-6.6pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $633 | $2,823-77.6% | $4,617-86.3% | $1,963-67.7% |
| Participant deferral / active EE | $3,529 | $5,084-30.6% | $5,984-41.0% | $3,054+15.5% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |