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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,068 |
Service code 15 · EIN 45-3794639 | Recordkeeping | $12,826 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 64 | Recordkeeping Fees | $6,662 |
ADP BROKER-DEALER4+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,942 | $65,118-81.7% | $76,767-84.4% | $55,725-78.6% |
| Participation rate | 51.3% | 79.6%-28.3pp | 77.0%-25.7pp | 70.9%-19.5pp |
| Annual return | -3.85% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,224 | $3,688-66.8% | $3,852-68.2% | $3,356-63.5% |
| Admin fee / account holder | $80 | $116-31.4% | $6,675-98.8% | $115-31.0% |