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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
ADP BROKER-DEALER6 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,654 | $59,105-76.9% | $160,009-91.5% | $66,938-79.6% |
| Participation rate | 23.4% | 68.1%-44.7pp | 78.0%-54.6pp | 69.8%-46.4pp |
| Annual return | -16.97% | -12.26%-4.7pp | 408.85%-425.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,124 | $4,395-74.4% | $6,183-81.8% | $4,238-73.5% |
| Admin fee / account holder | $16 | $591-97.3% | $8,715-99.8% | $594-97.3% |