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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $17,983 |
ADP BROKER-DEALER1 year 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,156 | $77,816-75.4% | $123,552-84.5% | $64,173-70.1% |
| Participation rate | 54.3% | 74.7%-20.4pp | 82.3%-28.0pp | 69.6%-15.2pp |
| Annual return | -7.85% | 12.49%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $474 | $3,014-84.3% | $4,628-89.8% | $2,381-80.1% |
| Participant deferral / active EE | $3,552 | $5,240-32.2% | $6,426-44.7% | $3,470+2.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |