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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $1,785 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,570 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,778 | $54,213-65.4% | $93,696-80.0% | $77,736-75.8% |
| Participation rate | 45.9% | 64.0%-18.1pp | 68.7%-22.9pp | 70.6%-24.7pp |
| Annual return | 208.29% | 30.55%+177.7pp | 133.74%+74.5pp | 31.26%+177.0pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $776 | $3,145-75.3% | $4,417-82.4% | $4,651-83.3% |
| Admin fee / account holder | $35 | $575-94.0% | $8,287-99.6% | $433-92.0% |