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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $440 |
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.
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 | $37,131 | $89,904-58.7% | $453,569-91.8% | $86,813-57.2% |
| Participation rate | 22.0% | 75.7%-53.8pp | 78.0%-56.1pp | 72.3%-50.3pp |
| Annual return | 14.14% | 19.72%-5.6pp | 64.43%-50.3pp | 97.93%-83.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $4,072-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $960 | $5,114-81.2% | $6,211-84.5% | $4,131-76.8% |
| Admin fee / account holder | $2 | $156-98.4% | $11,214-100.0% | $170-98.5% |