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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,248 | $44,221-79.1% | $121,220-92.4% | $56,289-83.6% |
| Participation rate | 88.4% | 61.1%+27.4pp | 71.8%+16.7pp | 69.9%+18.6pp |
| Annual return | -7.31% | -3.58%-3.7pp | 16.94%-24.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $924 | $1,480-37.5% | $4,023-77.0% | $2,111-56.2% |
| Participant deferral / active EE | $1,665 | $2,521-34.0% | $3,345-50.2% | $3,350-50.3% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |