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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,432 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MONEYCONCEPTS1+ years Service code 49 11440 NORTH JOG ROAD · PLAM BEACH GARDENS, FL 33418 | 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.
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 | $14,327 | $37,117-61.4% | $147,617-90.3% | $55,191-74.0% |
| Participation rate | 11.2% | 63.6%-52.4pp | 84.6%-73.4pp | 69.2%-57.9pp |
| Annual return | -0.52% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $319 | $1,985-83.9% | $4,895-93.5% | $3,046-89.5% |
| Admin fee / account holder | $63 | $86-26.2% | $11,612-99.5% | $91-30.4% |