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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER5+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,542 | $88,122-72.1% | $141,177-82.6% | $67,579-63.7% |
| Participation rate | 23.6% | 76.5%-52.9pp | 82.5%-58.9pp | 71.3%-47.7pp |
| Annual return | 17.17% | 75.40%-58.2pp | 71.40%-54.2pp | 378.56%-361.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,527 | $5,958-57.6% | $6,710-62.3% | $3,539-28.6% |
| Admin fee / account holder | $10 | $131-92.1% | $10,263-99.9% | $142-92.8% |