Filed April 10, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,015 |
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 | $106,202 | $31,370+238.5% | $74,577+42.4% | $63,975+66.0% |
| Participation rate | 21.9% | 42.6%-20.7pp | 68.1%-46.2pp | 71.1%-49.3pp |
| Annual return | 7.41% | -105.16%+112.6pp | 20.47%-13.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $304 | $822-63.0% | $2,525-88.0% | $2,182-86.1% |
| Participant deferral / active EE | $1,741 | $1,560+11.6% | $3,458-49.7% | $3,356-48.1% |
| Admin fee / account holder | $23 | $77-70.1% | $4,138-99.4% | $70-67.4% |