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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $660 |
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 | $34,710 | $82,978-58.2% | $130,231-73.3% | $74,460-53.4% |
| Participation rate | 23.4% | 73.7%-50.3pp | 76.3%-52.9pp | 70.7%-47.4pp |
| Annual return | 17.78% | 123.05%-105.3pp | 38.86%-21.1pp | 34.38%-16.6pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,126-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $933 | $5,370-82.6% | $6,799-86.3% | $4,530-79.4% |
| Admin fee / account holder | $3 | $354-99.0% | $6,020-99.9% | $348-99.0% |