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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,789 |
ADP BROKER-DEALER3+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,651 | $25,165-49.7% | $73,550-82.8% | $77,958-83.8% |
| Participation rate | 35.1% | 36.6%-1.5pp | 54.9%-19.8pp | 71.6%-36.5pp |
| Annual return | 24.34% | 18.12%+6.2pp | -15.16%+39.5pp | 20.87%+3.5pp |
| Employer contribution / active EE | $358 | $395-9.4% | $1,219-70.6% | $2,310-84.5% |
| Participant deferral / active EE | $957 | $898+6.5% | $1,804-47.0% | $3,537-73.0% |
| Admin fee / account holder | $19 | $76-75.3% | $2,320-99.2% | $97-80.8% |