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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,455 |
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).
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 | $33,353 | $72,404-53.9% | $110,243-69.7% | $64,173-48.0% |
| Participation rate | 47.7% | 73.3%-25.7pp | 79.8%-32.1pp | 69.6%-21.9pp |
| Annual return | -6.92% | -6.29%-0.6pp | 314.76%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $553 | $2,282-75.8% | $3,827-85.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,602 | $3,469-53.8% | $4,672-65.7% | $3,470-53.8% |
| Admin fee / account holder | $27 | $5,664-99.5% | $8,548-99.7% | $4,887-99.4% |