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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,940 | $117,025-83.0% | $91,541-78.2% | $85,563-76.7% |
| Participation rate | 89.1% | 64.2%+24.9pp | 69.8%+19.4pp | 66.0%+23.2pp |
| Annual return | 22.70% | 18.02%+4.7pp | 20.50%+2.2pp | 31.51%-8.8pp |
| Employer contribution / active EE | $1,546 | $2,120-27.1% | $2,505-38.3% | $2,654-41.8% |
| Participant deferral / active EE | $3,831 | $3,446+11.2% | $4,008-4.4% | $4,375-12.4% |
| Admin fee / account holder | $125 | $1,242-89.9% | $6,956-98.2% | $834-85.0% |