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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $31,193 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,192 | $90,064-60.9% | $100,392-64.9% | $77,736-54.7% |
| Participation rate | 43.9% | 81.3%-37.4pp | 81.5%-37.6pp | 70.6%-26.7pp |
| Annual return | 23.51% | 20.61%+2.9pp | 49.45%-25.9pp | 31.26%-7.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,109 | $8,282-50.4% | $8,090-49.2% | $4,651-11.6% |
| Admin fee / account holder | $158 | $172-8.1% | $7,904-98.0% | $433-63.5% |