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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES2+ years Service code 49 6105 WEST A · WEST LINN, OR 97068 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,540 | $46,732-81.7% | $156,551-94.5% | $55,167-84.5% |
| Participation rate | 32.4% | 65.8%-33.4pp | 84.0%-51.7pp | 69.0%-36.6pp |
| Annual return | 7.07% | 17.72%-10.6pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $433 | $2,105-79.4% | $5,501-92.1% | $1,963-77.9% |
| Participant deferral / active EE | $673 | $2,204-69.4% | $4,871-86.2% | $3,054-78.0% |
| Admin fee / account holder | $11 | $418-97.3% | $13,028-99.9% | $504-97.8% |