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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,004 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $7,948 |
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 | $19,940 | $140,800-85.8% | $89,340-77.7% | $79,634-75.0% |
| Participation rate | 89.1% | 61.9%+27.2pp | 69.6%+19.6pp | 62.5%+26.7pp |
| Annual return | 22.70% | 17.84%+4.9pp | 20.57%+2.1pp | 36.46%-13.8pp |
| Employer contribution / active EE | $1,546 | $2,021-23.5% | $2,231-30.7% | $2,529-38.9% |
| Participant deferral / active EE | $3,831 | $3,219+19.0% | $3,823+0.2% | $3,835-0.1% |
| Admin fee / account holder | $125 | $1,610-92.2% | $6,704-98.1% | $1,002-87.5% |