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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ 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.
Annual investment return 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 | $25,274 | $37,196-32.1% | $154,108-83.6% | $55,725-54.6% |
| Participation rate | 51.0% | 64.1%-13.1pp | 83.0%-32.0pp | 70.9%-19.8pp |
| Annual return | -6.47% | 1319.68%-1326.1pp | 735.21%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $533 | $1,614-67.0% | $5,298-89.9% | $2,078-74.4% |
| Participant deferral / active EE | $2,042 | $2,068-1.3% | $5,081-59.8% | $3,356-39.2% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |