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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,814 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT Service code 49 8115 E INDIAN BEND ROAD STE 117 · SCOTTSDALE, AZ 85250 | 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.
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 | $17,535 | $56,640-69.0% | $78,002-77.5% | $55,167-68.2% |
| Participation rate | 38.0% | 73.3%-35.4pp | 75.5%-37.6pp | 69.0%-31.0pp |
| Annual return | 6.25% | 2868.48%-2862.2pp | 425.99%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,309 | $2,778-52.9% | $3,497-62.6% | $3,054-57.1% |
| Admin fee / account holder | $18 | $467-96.2% | $5,481-99.7% | $504-96.5% |