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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,111 |
ADP BROKER-DEALER4+ 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 | $18,234 | $78,852-76.9% | $76,766-76.2% | $75,289-75.8% |
| Participation rate | 84.9% | 85.0%-0.1pp | 77.0%+8.0pp | 72.4%+12.5pp |
| Annual return | 9.37% | -1.29%+10.7pp | 2.43%+6.9pp | -0.04%+9.4pp |
| Employer contribution / active EE | $1,056 | $2,794-62.2% | $2,485-57.5% | $2,405-56.1% |
| Participant deferral / active EE | $3,061 | $4,800-36.2% | $3,851-20.5% | $3,739-18.1% |
| Admin fee / account holder | $12 | $79-85.1% | $6,675-99.8% | $102-88.5% |