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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $275 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER4+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 59 | Shareholder Servicing | $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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,786 | $43,999-75.5% | $79,476-86.4% | $55,725-80.6% |
| Participation rate | 23.6% | 66.9%-43.3pp | 73.3%-49.7pp | 70.9%-47.2pp |
| Annual return | -5.85% | 1.81%-7.7pp | 718.21%-724.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $104 | $1,830-94.3% | $2,800-96.3% | $2,078-95.0% |
| Participant deferral / active EE | $761 | $2,538-70.0% | $3,704-79.4% | $3,356-77.3% |
| Admin fee / account holder | $27 | $118-76.7% | $5,113-99.5% | $115-76.2% |