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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,510 |
ADP BROKER-DEALER1 year 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,147 | $86,225-62.7% | $146,665-78.1% | $86,799-63.0% |
| Participation rate | 58.0% | 78.0%-20.0pp | 80.1%-22.1pp | 72.3%-14.3pp |
| Annual return | 14.50% | 31.23%-16.7pp | 22.74%-8.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $740 | $2,392-69.1% | $4,136-82.1% | $2,405-69.3% |
| Participant deferral / active EE | $2,905 | $4,245-31.6% | $5,506-47.2% | $4,131-29.7% |
| Admin fee / account holder | $47 | $195-75.7% | $10,280-99.5% | $170-72.1% |