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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $10,420 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $953 |
ADP BROKER-DEALER2 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,571 | $40,174-51.3% | $84,020-76.7% | $67,579-71.0% |
| Participation rate | 37.7% | 62.7%-25.0pp | 69.0%-31.3pp | 71.3%-33.5pp |
| Annual return | 34.92% | 25.82%+9.1pp | 71.31%-36.4pp | 378.56%-343.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $934 | $2,301-59.4% | $3,239-71.2% | $3,539-73.6% |
| Admin fee / account holder | $29 | $128-77.5% | $6,101-99.5% | $142-79.7% |