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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,317 |
ADP BROKER-DEALER2 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.
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 | $29,081 | $71,142-59.1% | $119,634-75.7% | $64,824-55.1% |
| Participation rate | 57.7% | 78.6%-20.9pp | 79.3%-21.6pp | 71.5%-13.8pp |
| Annual return | -17.13% | -10.01%-7.1pp | -14.98%-2.2pp | 32.84%-50.0pp |
| Employer contribution / active EE | $783 | $2,497-68.6% | $4,232-81.5% | $2,507-68.8% |
| Participant deferral / active EE | $3,019 | $4,490-32.8% | $5,601-46.1% | $4,311-30.0% |
| Admin fee / account holder | $57 | $162-64.6% | $10,329-99.4% | $188-69.5% |