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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $877 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,486 | $71,873-82.6% | $86,698-85.6% | $68,490-81.8% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -6.88% | 3.54%-10.4pp | 35.96%-42.8pp | -7.85%+1.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,338 | $3,779-64.6% | $4,656-71.3% | $4,028-66.8% |
| Admin fee / account holder | $5 | $6,110-99.9% | $7,492-99.9% | $5,403-99.9% |