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| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Service code 15 · EIN 71-1004774 | Recordkeeping | $18,267 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,532 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,116 | $101,539-32.9% | $147,041-53.7% | $74,400-8.4% |
| Participation rate | 61.8% | 75.5%-13.8pp | 82.2%-20.4pp | 67.2%-5.4pp |
| Annual return | 17.72% | 8740.84%-8723.1pp | 419.21%-401.5pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $1,156 | $3,811-69.7% | $4,935-76.6% | $2,624-56.0% |
| Participant deferral / active EE | $6,049 | $7,304-17.2% | $8,071-25.1% | $4,348+39.1% |
| Admin fee / account holder | $223 | $1,749-87.2% | $13,006-98.3% | $1,944-88.5% |