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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,411 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $19,371 | $63,905-69.7% | $74,184-73.9% | $57,658-66.4% |
| Participation rate | 90.7% | 79.8%+10.9pp | 76.6%+14.0pp | 70.2%+20.4pp |
| Annual return | 44.28% | 60.60%-16.3pp | 17.74%+26.5pp | 5.13%+39.1pp |
| Employer contribution / active EE | $905 | $1,840-50.8% | $2,370-61.8% | $1,974-54.2% |
| Participant deferral / active EE | $2,556 | $3,448-25.9% | $3,550-28.0% | $3,061-16.5% |
| Admin fee / account holder | $12 | $91-86.9% | $5,586-99.8% | $95-87.4% |