Filed July 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $50 |
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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,210 | $66,601-62.1% | $92,893-72.9% | $67,579-62.7% |
| Participation rate | 68.1% | 72.5%-4.4pp | 76.0%-7.9pp | 71.3%-3.2pp |
| Annual return | 14.55% | 92.58%-78.0pp | 109.41%-94.9pp | 378.56%-364.0pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,573 | $3,157-18.5% | $4,236-39.3% | $3,539-27.3% |
| Admin fee / account holder | $101 | $199-49.1% | $5,794-98.3% | $142-28.9% |