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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Filed as: ABD REITREMENT SERVICES Service code 15 · EIN 80-0833114 | Recordkeeping | $61,203 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,875 |
ADP BROKER-DEALER2+ 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 | $31,032 | $85,635-63.8% | $123,894-75.0% | $63,975-51.5% |
| Participation rate | 50.8% | 74.9%-24.1pp | 81.4%-30.6pp | 71.1%-20.3pp |
| Annual return | 23.49% | 15.74%+7.8pp | 47.52%-24.0pp | 48.65%-25.2pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,854 | $5,667+3.3% | $5,984-2.2% | $3,356+74.4% |
| Admin fee / account holder | $77 | $75+3.1% | $8,357-99.1% | $70+9.6% |