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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $620 |
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.
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 | $36,053 | $42,548-15.3% | $74,551-51.6% | $56,289-35.9% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.1%-33.8pp | 69.9%-34.5pp |
| Annual return | -8.23% | 12.40%-20.6pp | 32.53%-40.8pp | -9.96%+1.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,377 | $2,277-39.5% | $3,108-55.7% | $3,350-58.9% |
| Admin fee / account holder | $101 | $467-78.3% | $5,059-98.0% | $521-80.5% |