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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,120 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,998 | $45,126-93.4% | $85,187-96.5% | $74,459-96.0% |
| Participation rate | 89.5% | 49.4%+40.2pp | 67.5%+22.0pp | 67.2%+22.3pp |
| Annual return | -11.95% | 26.30%-38.3pp | 66.67%-78.6pp | 1369.70%-1381.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $958 | $2,738-65.0% | $4,525-78.8% | $4,350-78.0% |
| Admin fee / account holder | $112 | $2,212-94.9% | $6,162-98.2% | $1,945-94.2% |