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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1229280 | Recordkeeping | $26,938 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,153 |
ADP BROKER-DEALER6+ 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.
Participant contribution per participant 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 | $23,820 | $61,473-61.3% | $81,716-70.8% | $73,412-67.6% |
| Participation rate | 28.1% | 72.4%-44.3pp | 72.0%-43.9pp | 72.2%-44.1pp |
| Annual return | 14.89% | 28.26%-13.4pp | 29.49%-14.6pp | 59.30%-44.4pp |
| Employer contribution / active EE | $669 | $1,898-64.7% | $4,310-84.5% | $2,234-70.0% |
| Participant deferral / active EE | $1,179 | $3,080-61.7% | $7,108-83.4% | $3,806-69.0% |
| Admin fee / account holder | $101 | $125-19.9% | $5,159-98.1% | $158-36.3% |