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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,483 |
ADP BROKER-DEALER7 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,652 | $50,982-28.1% | $154,803-76.3% | $85,563-57.2% |
| Participation rate | 64.8% | 59.8%+5.0pp | 78.1%-13.3pp | 66.0%-1.2pp |
| Annual return | 11.66% | 30.35%-18.7pp | 58.88%-47.2pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,267 | $1,708-25.8% | $4,305-70.6% | $2,654-52.3% |
| Participant deferral / active EE | $1,998 | $2,474-19.2% | $5,540-63.9% | $4,375-54.3% |
| Admin fee / account holder | $62 | $846-92.7% | $14,329-99.6% | $834-92.6% |