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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $47,406 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,350 |
ADP BROKER-DEALER1+ 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 | $29,096 | $86,791-66.5% | $115,038-74.7% | $59,188-50.8% |
| Participation rate | 49.6% | 72.8%-23.2pp | 81.4%-31.7pp | 69.4%-19.8pp |
| Annual return | 5.95% | 4.44%+1.5pp | 26.14%-20.2pp | 5.51%+0.4pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $5,934 | $5,298+12.0% | $6,026-1.5% | $3,265+81.7% |
| Admin fee / account holder | $81 | $95-15.1% | $8,175-99.0% | $92-12.6% |