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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER8+ 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.
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 | $50,474 | $37,463+34.7% | $77,096-34.5% | $66,938-24.6% |
| Participation rate | 20.7% | 52.9%-32.2pp | 67.9%-47.2pp | 69.8%-49.1pp |
| Annual return | -13.00% | -3.25%-9.8pp | 42.35%-55.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,139 | $2,621-56.6% | $4,429-74.3% | $4,238-73.1% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |