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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CWM, LLC Service code 15 · EIN 27-4011107 | Recordkeeping | $18,829 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,075 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,784 | $86,692-50.6% | $119,634-64.2% | $66,949-36.1% |
| Participation rate | 46.6% | 75.6%-29.0pp | 79.3%-32.7pp | 69.8%-23.2pp |
| Annual return | -16.68% | -8.00%-8.7pp | -14.98%-1.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $426 | $2,536-83.2% | $4,232-89.9% | $2,545-83.3% |
| Participant deferral / active EE | $3,054 | $4,360-30.0% | $5,601-45.5% | $4,239-28.0% |
| Admin fee / account holder | $238 | $755-68.5% | $10,329-97.7% | $594-60.0% |