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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,072 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $81,744 | $71,192+14.8% | $117,861-30.6% | $62,293+31.2% |
| Participation rate | 43.7% | 74.2%-30.5pp | 79.7%-35.9pp | 69.5%-25.8pp |
| Annual return | 23.79% | 18.66%+5.1pp | 335.11%-311.3pp | 28.90%-5.1pp |
| Employer contribution / active EE | $651 | $1,934-66.3% | $3,786-82.8% | $2,042-68.1% |
| Participant deferral / active EE | $2,522 | $3,189-20.9% | $4,482-43.7% | $3,169-20.4% |
| Admin fee / account holder | $8 | $587-98.7% | $8,021-99.9% | $479-98.4% |