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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,737 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $24,553 | $102,389-76.0% | $100,540-75.6% | $90,274-72.8% |
| Participation rate | 80.7% | 84.0%-3.3pp | 79.4%+1.3pp | 73.4%+7.4pp |
| Annual return | 123.12% | 22.50%+100.6pp | 30.90%+92.2pp | 53.97%+69.1pp |
| Employer contribution / active EE | $3,772 | $3,056+23.4% | $3,419+10.3% | $2,523+49.5% |
| Participant deferral / active EE | $8,727 | $7,514+16.1% | $6,272+39.1% | $4,231+106.3% |
| Admin fee / account holder | $2 | $83-97.5% | $8,082-100.0% | $114-98.2% |