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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $745 |
ADP BROKER-DEALER3+ 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,511 | $39,243+69.5% | $80,784-17.7% | $79,389-16.2% |
| Participation rate | 23.6% | 41.0%-17.4pp | 54.2%-30.5pp | 70.7%-47.1pp |
| Annual return | 17.72% | 98.95%-81.2pp | 87.31%-69.6pp | 116.89%-99.2pp |
| Employer contribution / active EE | $0 | $593-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,139 | $1,262+227.9% | $2,145+92.9% | $4,046+2.3% |
| Admin fee / account holder | $7 | $647-98.9% | $3,380-99.8% | $626-98.8% |