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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 92-2678185 | Recordkeeping | $36,250 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,148 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,729 | $54,245-56.3% | $93,727-74.7% | $77,762-69.5% |
| Participation rate | 87.8% | 63.9%+23.9pp | 68.7%+19.1pp | 70.6%+17.2pp |
| Annual return | 11.63% | 30.58%-18.9pp | 133.83%-122.2pp | 31.27%-19.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,484 | $3,144+74.5% | $4,417+24.2% | $4,651+17.9% |
| Admin fee / account holder | $106 | $575-81.5% | $8,292-98.7% | $433-75.4% |