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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $33,826 |
ADP BROKER-DEALER1 year 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.
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 | $24,065 | $62,928-61.8% | $172,752-86.1% | $67,579-64.4% |
| Participation rate | 58.4% | 64.5%-6.0pp | 82.6%-24.2pp | 71.3%-12.8pp |
| Annual return | 3.58% | 30.36%-26.8pp | 802.97%-799.4pp | 378.56%-375.0pp |
| Employer contribution / active EE | $801 | $1,636-51.0% | $5,144-84.4% | $2,148-62.7% |
| Participant deferral / active EE | $1,158 | $2,145-46.0% | $5,198-77.7% | $3,539-67.3% |
| Admin fee / account holder | $141 | $167-15.2% | $13,955-99.0% | $142-0.7% |