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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $15,075 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,130 |
ADP BROKER-DEALER1 year 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.
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 | $20,758 | $42,548-51.2% | $74,549-72.2% | $56,287-63.1% |
| Participation rate | 28.9% | 60.5%-31.6pp | 69.1%-40.2pp | 69.9%-40.9pp |
| Annual return | 1.94% | 12.40%-10.5pp | 32.53%-30.6pp | -9.96%+11.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $778 | $2,277-65.9% | $3,108-75.0% | $3,350-76.8% |
| Admin fee / account holder | $13 | $467-97.1% | $5,059-99.7% | $521-97.4% |