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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,578 |
ADP BROKER-DEALER2 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 | $57,180 | $59,191-3.4% | $76,767-25.5% | $56,289+1.6% |
| Participation rate | 54.3% | 75.2%-20.9pp | 77.0%-22.7pp | 69.9%-15.5pp |
| Annual return | -3.64% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,344 | $1,759-23.6% | $2,485-45.9% | $2,111-36.3% |
| Participant deferral / active EE | $3,931 | $3,255+20.8% | $3,852+2.1% | $3,350+17.4% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |