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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $53,676 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,330 |
ADP BROKER-DEALER6+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,773 | $84,948-52.0% | $70,494-42.2% | $73,412-44.5% |
| Participation rate | 42.6% | 79.9%-37.4pp | 75.1%-32.5pp | 72.2%-29.6pp |
| Annual return | 29.34% | 13.39%+15.9pp | 109.16%-79.8pp | 59.30%-30.0pp |
| Employer contribution / active EE | $827 | $2,834-70.8% | $2,738-69.8% | $2,234-63.0% |
| Participant deferral / active EE | $2,265 | $3,387-33.1% | $3,711-39.0% | $3,806-40.5% |
| Admin fee / account holder | $18 | $98-81.1% | $3,848-99.5% | $158-88.3% |