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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ 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).
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 | $74,184 | $64,909+14.3% | $82,312-9.9% | $62,293+19.1% |
| Participation rate | 54.7% | 74.9%-20.2pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 17.12% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,059 | $1,676-36.8% | $2,428-56.4% | $2,042-48.1% |
| Participant deferral / active EE | $4,426 | $3,103+42.6% | $3,706+19.4% | $3,169+39.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |