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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,800 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,866 | $46,173-39.6% | $170,435-83.7% | $69,631-60.0% |
| Participation rate | 23.1% | 63.9%-40.8pp | 83.6%-60.5pp | 70.7%-47.5pp |
| Annual return | 13.47% | 21.62%-8.1pp | 205.94%-192.5pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $172 | $1,610-89.3% | $5,432-96.8% | $2,032-91.5% |
| Participant deferral / active EE | $950 | $2,080-54.3% | $4,939-80.8% | $3,224-70.5% |
| Admin fee / account holder | $17 | $116-85.0% | $13,881-99.9% | $110-84.2% |